LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 127 filers reported holding LITMAN GREGORY FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,442,159 | +98542.9% | 47,976 | -15.4% | 0.00% | 0.0% |
| Q4 2023 | $1,462 | -14.5% | 56,738 | -4.1% | 0.00% | -33.3% |
| Q3 2023 | $1,710 | -46.5% | 59,158 | -48.9% | 0.00% | -40.0% |
| Q2 2023 | $3,197 | +159.7% | 115,700 | +147.2% | 0.01% | +150.0% |
| Q1 2023 | $1,231 | -27.5% | 46,800 | -19.7% | 0.00% | 0.0% |
| Q4 2022 | $1,697 | -100.0% | 58,300 | -50.0% | 0.00% | -66.7% |
| Q3 2022 | $3,960,000 | – | 116,690 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |