LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 132 filers reported holding LITMAN GREGORY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,967 | -45.7% | 39,929 | -48.1% | 0.01% | -44.4% |
| Q2 2023 | $2,125,769 | -5.9% | 76,937 | -10.5% | 0.02% | -18.2% |
| Q1 2023 | $2,259,858 | +89541.3% | 85,926 | -0.8% | 0.02% | – |
| Q4 2022 | $2,521 | -99.9% | 86,600 | -16.9% | 0.00% | -100.0% |
| Q3 2022 | $3,537,000 | +50.7% | 104,200 | +43.8% | 0.04% | +95.2% |
| Q2 2022 | $2,347,000 | -29.5% | 72,449 | -43.8% | 0.02% | -16.0% |
| Q4 2021 | $3,327,000 | +43.7% | 128,982 | +55.5% | 0.02% | +66.7% |
| Q3 2021 | $2,315,000 | – | 82,967 | – | 0.02% | – |
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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% |