LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 100 filers reported holding LITMAN GREGORY FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% |