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

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%.

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$260,0007,6590.01%
Other shareholders
LITMAN GREGORY FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
Innova Wealth Partners 296,827$8,578,3007.71%
Naviter Wealth, LLC 1,062,704$30,712,1467.41%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 513,387$14,836,8845.97%
Goldstein Advisors, LLC 809,868$23,405,1854.88%
Fortress Wealth Group, LLC 205,831$5,995,8534.00%
ALM First Financial Advisors, LLC 270,000$7,803,0003.32%
Empire Financial Management Company, LLC 207,752$6,004,0322.62%
Frontier Asset Management, LLC 198,518$5,737,1622.60%
Litman Gregory Wealth Management LLC 800,369$23,130,6762.39%
Ethos Financial Group, LLC 311,647$9,004,6042.33%
View complete list of LITMAN GREGORY FDS TR shareholders