B. Riley Wealth Advisors, Inc. - LITMAN GREGORY FDS TR ownership

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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%.

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Filings
Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q2 2023$242,123
-82.8%
8,763
-83.6%
0.01%
-86.5%
Q1 2023$1,405,631
-10.3%
53,446
-0.7%
0.04%
-15.9%
Q4 2022$1,567,151
+502.8%
53,835
+602.9%
0.04%
+450.0%
Q3 2022$260,000–7,659–0.01%–
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Other shareholders
LITMAN GREGORY FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
Naviter Wealth, LLC 942,562$26,042,9886.62%
Innova Wealth Partners 225,207$6,222,4695.30%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 477,425$13,191,2535.19%
Goldstein Advisors, LLC 756,007$20,888,4734.38%
Fortress Wealth Group, LLC 202,252$5,598,3323.54%
Ethos Financial Group, LLC 359,769$9,458,7423.19%
ALM First Financial Advisors, LLC 270,000$7,460,1003.17%
Litman Gregory Wealth Management LLC 783,506$21,648,2812.70%
Frontier Asset Management, LLC 206,302$5,700,1222.59%
R. W. Roge & Company, Inc. 134,532$3,7172.59%
View complete list of LITMAN GREGORY FDS TR shareholders