LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 942,562 | $26,042,988 | 6.62% |
| Innova Wealth Partners | 225,207 | $6,222,469 | 5.30% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 477,425 | $13,191,253 | 5.19% |
| Goldstein Advisors, LLC | 756,007 | $20,888,473 | 4.38% |
| Fortress Wealth Group, LLC | 202,252 | $5,598,332 | 3.54% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 3.19% |
| ALM First Financial Advisors, LLC | 270,000 | $7,460,100 | 3.17% |
| Litman Gregory Wealth Management LLC | 783,506 | $21,648,281 | 2.70% |
| Frontier Asset Management, LLC | 206,302 | $5,700,122 | 2.59% |
| R. W. Roge & Company, Inc. | 134,532 | $3,717 | 2.59% |