LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 135 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%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R. W. Roge & Company, Inc. | 890,986 | $30,507,000 | 21.61% |
| Catawba River Capital | 269,530 | $9,148,000 | 10.89% |
| Innova Wealth Partners | 294,810 | $10,006,000 | 9.13% |
| TTP Investments, Inc. | 169,707 | $5,760,000 | 6.92% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 371,171 | $12,598,000 | 5.01% |
| Beaumont Financial Partners, LLC | 1,280,435 | $43,458,000 | 4.17% |
| Cornerstone Wealth Group, LLC | 498,821 | $16,930,000 | 3.74% |
| Fermata Advisors, LLC | 300,068 | $10,184,000 | 3.32% |
| Frontier Asset Management, LLC | 103,212 | $3,503,000 | 3.04% |
| Fortress Wealth Group, LLC | 100,152 | $3,399,000 | 2.55% |