LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 153 filers reported holding LITMAN GREGORY FDS TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,907,195 | +4.0% | 296,314 | -0.8% | 0.09% | -9.2% |
| Q1 2024 | $8,562,716 | +40.8% | 298,561 | +26.5% | 0.10% | +25.6% |
| Q4 2023 | $6,080,120 | -8.8% | 236,029 | +2.4% | 0.08% | -21.2% |
| Q3 2023 | $6,663,647 | +52.0% | 230,576 | +45.3% | 0.10% | +43.5% |
| Q2 2023 | $4,384,688 | +148.0% | 158,693 | +136.1% | 0.07% | +109.1% |
| Q1 2023 | $1,767,992 | +146.3% | 67,224 | +172.6% | 0.03% | +83.3% |
| Q4 2022 | $717,882 | – | 24,661 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |