Reuter James Wealth Management, LLC Listed Fds Tr Horizon Kinetics Transaction History

Reuter James Wealth Management, LLC

$143 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-101,482 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	N/A	101,482 New	101,482 $3.38 Million

Others Institutions Holding INFL

# of Institutions

120

Shares Held

11.1M

Call Options Held

3.3K

Put Options Held

300

Jpmorgan Chase & CO New York, NY

3.72M
Shares

$125 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

668K
Shares

$22.5 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

474K
Shares

$16 Million
0.05% of portfolio
One Charles Private Wealth Services, LLC

384K
Shares

$12.9 Million
5.54% of portfolio
Wells Fargo & Company San Francisco, CA

358K
Shares

$12.1 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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