LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 16 filers reported holding LITMAN GREGORY FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,821,309 | -12.2% | 132,225 | -16.1% | 0.31% | -14.4% |
| Q2 2023 | $4,354,237 | +5.2% | 157,591 | +0.1% | 0.36% | +5.8% |
| Q1 2023 | $4,139,968 | -78.9% | 157,413 | -76.7% | 0.34% | -79.2% |
| Q4 2022 | $19,632,452 | +20.9% | 674,422 | +41.0% | 1.65% | -6.2% |
| Q3 2022 | $16,240,000 | +96.9% | 478,467 | +87.9% | 1.76% | +64.2% |
| Q2 2022 | $8,248,000 | +1523.6% | 254,585 | +1333.5% | 1.07% | +1544.6% |
| Q1 2022 | $508,000 | +21.0% | 17,760 | +9.1% | 0.06% | -7.1% |
| Q4 2021 | $420,000 | -7.5% | 16,281 | 0.0% | 0.07% | -15.7% |
| Q3 2021 | $454,000 | – | 16,281 | – | 0.08% | – |
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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% |