LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,178 | +6.8% | 213,767 | +2.1% | 0.03% | +11.5% |
| Q2 2023 | $5,783 | +7.9% | 209,299 | +2.7% | 0.03% | 0.0% |
| Q1 2023 | $5,361 | +1.3% | 203,838 | +12.1% | 0.03% | -3.7% |
| Q4 2022 | $5,292 | -100.0% | 181,789 | -63.7% | 0.03% | -71.9% |
| Q3 2022 | $17,009,000 | +22.7% | 501,155 | +17.1% | 0.10% | +28.0% |
| Q2 2022 | $13,862,000 | +64.3% | 427,834 | +45.0% | 0.08% | +92.3% |
| Q1 2022 | $8,435,000 | +2090.9% | 295,011 | +1876.2% | 0.04% | +1850.0% |
| Q4 2021 | $385,000 | +28.8% | 14,928 | +39.6% | 0.00% | +100.0% |
| Q3 2021 | $299,000 | – | 10,696 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R.P. Boggs & Co. | 257,061 | $6,760,704 | 6.14% |
| Fortress Wealth Group, LLC | 208,823 | $5,492,041 | 3.97% |
| Goldstein Advisors, LLC | 652,977 | $17,173,300 | 3.78% |
| Naviter Wealth, LLC | 349,933 | $9,203,238 | 3.22% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 319,339 | $8,398,616 | 3.14% |
| ALM First Financial Advisors, LLC | 270,000 | $7,101,000 | 3.03% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 2.94% |
| Innova Wealth Partners | 122,824 | $3,230,271 | 2.83% |
| R. W. Roge & Company, Inc. | 146,700 | $3,858 | 2.47% |
| Frontier Asset Management, LLC | 178,103 | $4,684,121 | 2.21% |