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 | $23,130,676 | +6.8% | 800,369 | +2.2% | 2.39% | -11.7% |
| Q2 2023 | $21,648,281 | +79.0% | 783,506 | +88.6% | 2.70% | +60.0% |
| Q4 2022 | $12,090,651 | -23.6% | 415,344 | -10.9% | 1.69% | -33.3% |
| Q3 2022 | $15,825,000 | +27.2% | 466,255 | +21.4% | 2.53% | +38.3% |
| Q2 2022 | $12,440,000 | +18.9% | 383,943 | +4.9% | 1.83% | +19.5% |
| Q1 2022 | $10,463,000 | +411.4% | 365,916 | +361.3% | 1.53% | +339.9% |
| Q4 2021 | $2,046,000 | – | 79,329 | – | 0.35% | – |
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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% |