LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 15 filers reported holding LITMAN GREGORY FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,882,626 | +7.7% | 757,184 | +2.9% | 0.45% | +9.9% |
| Q2 2023 | $20,323,841 | -3.5% | 735,572 | -8.1% | 0.41% | -8.8% |
| Q1 2023 | $21,053,748 | -4.4% | 800,523 | +5.8% | 0.45% | -10.8% |
| Q4 2022 | $22,016,642 | -11.4% | 756,326 | +3.3% | 0.51% | +1.6% |
| Q3 2022 | $24,855,000 | +9.4% | 732,316 | +4.5% | 0.50% | +13.4% |
| Q2 2022 | $22,714,000 | +19.0% | 701,035 | +5.0% | 0.44% | +31.2% |
| Q1 2022 | $19,090,000 | +17.8% | 667,640 | +6.3% | 0.34% | +20.4% |
| Q4 2021 | $16,207,000 | -3.4% | 628,272 | +4.5% | 0.28% | -9.1% |
| Q3 2021 | $16,777,000 | – | 601,153 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Innova Wealth Partners | 296,827 | $8,578,300 | 7.71% |
| Naviter Wealth, LLC | 1,062,704 | $30,712,146 | 7.41% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 513,387 | $14,836,884 | 5.97% |
| Goldstein Advisors, LLC | 809,868 | $23,405,185 | 4.88% |
| Fortress Wealth Group, LLC | 205,831 | $5,995,853 | 4.00% |
| ALM First Financial Advisors, LLC | 270,000 | $7,803,000 | 3.32% |
| Empire Financial Management Company, LLC | 207,752 | $6,004,032 | 2.62% |
| Frontier Asset Management, LLC | 198,518 | $5,737,162 | 2.60% |
| Litman Gregory Wealth Management LLC | 800,369 | $23,130,676 | 2.39% |
| Ethos Financial Group, LLC | 311,647 | $9,004,604 | 2.33% |