LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T793. A total of 6 filers reported holding LITMAN GREGORY FDS TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $832,921 | -3.4% | 88,703 | -9.2% | 0.00% | – |
| Q3 2023 | $861,911 | -1.0% | 97,667 | +3.8% | 0.00% | – |
| Q2 2023 | $870,250 | +3.3% | 94,134 | +2.1% | 0.00% | – |
| Q1 2023 | $842,428 | -3.2% | 92,238 | -6.0% | 0.00% | – |
| Q4 2022 | $869,970 | -19.2% | 98,090 | -24.3% | 0.00% | -100.0% |
| Q3 2022 | $1,077,000 | -20.6% | 129,548 | -15.1% | 0.00% | 0.0% |
| Q2 2022 | $1,357,000 | -22.6% | 152,595 | -13.1% | 0.00% | 0.0% |
| Q1 2022 | $1,754,000 | – | 175,686 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 422,318 | $3,966 | 0.02% |
| Orion Portfolio Solutions, LLC | 56,056 | $524,684 | 0.01% |
| AdvisorNet Financial, Inc | 5,124 | $48,111 | 0.00% |
| Cetera Advisors LLC | 34,268 | $321,777 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 88,703 | $832,921 | 0.00% |
| UBS Group AG | 522 | $4,902 | 0.00% |
| Citadel Advisors | 21,311 | $200,110 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |