Litman Gregory Wealth Management LLC - LITMAN GREGORY FDS TR ownership

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 133 filers reported holding LITMAN GREGORY FDS TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
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$2,046,00079,3290.35%
Other shareholders

There were no reported owners of LITMAN GREGORY FDS TR in Q2 2023.

NameSharesValueWeighting ↓
View complete list of LITMAN GREGORY FDS TR shareholders