LISTED FD TR shareholders Q2 2023

LISTED FD TR's ticker is HEGD and the CUSIP is 53656F599. A total of 27 filers reported holding LISTED FD TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

LISTED FD TR shareholders Q2 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 410,259$7,591,7124.40%
TCWP LLC 426,510$7,892,4401.68%
Claybrook Capital, LLC 65,000$1,202,8060.64%
Clearview Wealth Advisors LLC 23,710$438,7440.45%
Beacon Pointe Advisors, LLC 763,192$14,122,6380.23%
Syntegra Private Wealth Group, LLC 57,902$1,071,4640.16%
Golden State Equity Partners 22,286$412,3960.12%
CreativeOne Wealth, LLC 146,920$2,7180.07%
CREATIVE FINANCIAL DESIGNS INC /ADV 23,983$443,8010.05%
Spire Wealth Management 71,357$1,320,4400.05%
Clear Creek Financial Management, LLC 14,289$264,4140.05%
Atria Investments, Inc 73,538$1,360,7990.02%
Kingsview Wealth Management, LLC 18,549$343,2430.01%
Cambridge Investment Research Advisors, Inc. 101,314$1,8750.01%
ENVESTNET ASSET MANAGEMENT INC 981,263$18,157,9750.01%
Orion Portfolio Solutions, LLC 34,724$642,5570.01%
CWM, LLC 53,640$9930.01%
Atria Wealth Solutions, Inc. 17,650$326,6080.00%
ICA Group Wealth Management, LLC 923$17,0800.00%
Parallel Advisors, LLC 4,161$76,9980.00%
External links

This page lists LISTED FD TR's shareholders in Q2 2023. To view LISTED FD TR's shareholder history, click here.