LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 100 filers reported holding LITMAN GREGORY FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,959 | -28.8% | 17,092 | -31.9% | 0.00% | -100.0% |
| Q2 2023 | $693,292 | +5.1% | 25,092 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $659,920 | +35.3% | 25,092 | +49.7% | 0.00% | – |
| Q4 2022 | $487,854 | -85.7% | 16,759 | -83.3% | 0.00% | -100.0% |
| Q3 2022 | $3,408,000 | +1121.5% | 100,399 | +904.0% | 0.00% | – |
| Q3 2021 | $279,000 | – | 10,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valmark Advisers, Inc. | 601,153 | $16,777,000 | 0.31% |
| Cambria Investment Management, L.P. | 16,281 | $454,000 | 0.08% |
| Orion Portfolio Solutions, LLC | 16,036 | $448,000 | 0.02% |
| Private Advisor Group, LLC | 82,967 | $2,315,000 | 0.02% |
| Cribstone Capital Management, LLC | 135 | $4,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10,696 | $299,000 | 0.00% |
| Betterment LLC | 11,012 | $307,000 | 0.00% |
| LPL Financial LLC | 22,004 | $614,000 | 0.00% |
| Janney Montgomery Scott LLC | 8,000 | $223,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 29,305 | $818,000 | 0.00% |