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%.
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% |