LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 127 filers reported holding LITMAN GREGORY FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,054,012 | +41.0% | 101,597 | +34.5% | 0.02% | +25.0% |
| Q1 2024 | $2,166,700 | +64.6% | 75,548 | +47.9% | 0.02% | +60.0% |
| Q4 2023 | $1,316,109 | +14.1% | 51,091 | +28.0% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |