LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |