NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO - LITMAN GREGORY FDS TR ownership

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 133 filers reported holding LITMAN GREGORY FDS TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q3 2023$22,670,231
+92.9%
784,436
+84.4%
0.03%
+93.3%
Q2 2023$11,753,637
+36.2%
425,394
+29.6%
0.02%
+25.0%
Q1 2023$8,630,634328,1610.01%
Other shareholders
LITMAN GREGORY FDS TR shareholders Q2 2023
NameSharesValueWeighting ↓
Valmark Advisers, Inc. 601,153$16,777,0000.31%
Cambria Investment Management, L.P. 16,281$454,0000.08%
Orion Portfolio Solutions, LLC 16,036$448,0000.02%
Private Advisor Group, LLC 82,967$2,315,0000.02%
Cribstone Capital Management, LLC 135$4,0000.00%
Cambridge Investment Research Advisors, Inc. 10,696$299,0000.00%
Betterment LLC 11,012$307,0000.00%
LPL Financial LLC 22,004$614,0000.00%
Janney Montgomery Scott LLC 8,000$223,0000.00%
ENVESTNET ASSET MANAGEMENT INC 29,305$818,0000.00%
View complete list of LITMAN GREGORY FDS TR shareholders