LEUTHOLD FDS INC's ticker is LCR and the CUSIP is 527289789. A total of 7 filers reported holding LEUTHOLD FDS INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,680 | -20.4% | 10,319 | -18.6% | 0.02% | -25.0% |
| Q2 2023 | $392,789 | -0.5% | 12,672 | -4.7% | 0.02% | -13.0% |
| Q1 2023 | $394,753 | +38.9% | 13,291 | +35.5% | 0.02% | +21.1% |
| Q4 2022 | $284,205 | -2.3% | 9,806 | -7.4% | 0.02% | -13.6% |
| Q3 2022 | $291,000 | +0.7% | 10,594 | +2.9% | 0.02% | 0.0% |
| Q2 2022 | $289,000 | +20.4% | 10,299 | +31.9% | 0.02% | +29.4% |
| Q1 2022 | $240,000 | -2.8% | 7,810 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $247,000 | -3.1% | 7,810 | -7.9% | 0.02% | -5.3% |
| Q3 2021 | $255,000 | -6.6% | 8,476 | -6.2% | 0.02% | -13.6% |
| Q2 2021 | $273,000 | -75.1% | 9,035 | -76.1% | 0.02% | -78.4% |
| Q1 2021 | $1,098,000 | +0.6% | 37,770 | -2.3% | 0.10% | 0.0% |
| Q4 2020 | $1,091,000 | +7.6% | 38,652 | +1.6% | 0.10% | -11.3% |
| Q3 2020 | $1,014,000 | – | 38,044 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 251,068 | $7,607,712 | 6.49% |
| Bridgeworth, LLC | 915,834 | $27,751,057 | 3.06% |
| Arcus Capital Partners, LLC | 31,610 | $957,820 | 0.29% |
| Capital Investment Advisory Services, LLC | 63,683 | $1,929,684 | 0.19% |
| Onyx Bridge Wealth Group LLC | 22,235 | $673,752 | 0.16% |
| Koshinski Asset Management, Inc. | 41,265 | $1,250,387 | 0.14% |
| WFA of San Diego, LLC | 1,996 | $60,482 | 0.06% |
| Dynamic Advisor Solutions LLC | 10,319 | $312,680 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 9,418 | $285,379 | 0.00% |