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 | $4,060,865 | +31.2% | 135,092 | +25.2% | 0.04% | +22.9% |
| Q1 2024 | $3,094,228 | +23.1% | 107,888 | +10.5% | 0.04% | +12.9% |
| Q4 2023 | $2,513,996 | -3.5% | 97,593 | +8.2% | 0.03% | -16.2% |
| Q3 2023 | $2,606,029 | -19.9% | 90,174 | -23.5% | 0.04% | -21.3% |
| Q2 2023 | $3,255,146 | -3.5% | 117,812 | -8.1% | 0.05% | -13.0% |
| Q1 2023 | $3,371,607 | – | 128,198 | – | 0.05% | – |
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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% |