LEUTHOLD FDS INC's ticker is LCR and the CUSIP is 527289789.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,820 | -3.1% | 31,610 | -0.9% | 0.29% | -0.3% |
| Q2 2023 | $988,350 | +4.5% | 31,886 | +0.2% | 0.30% | -8.7% |
| Q1 2023 | $945,429 | +0.7% | 31,832 | -1.8% | 0.32% | -14.1% |
| Q4 2022 | $939,010 | -8.8% | 32,399 | -13.5% | 0.38% | -12.8% |
| Q3 2022 | $1,030,000 | -4.8% | 37,457 | -2.7% | 0.43% | -8.9% |
| Q2 2022 | $1,082,000 | -14.3% | 38,507 | -6.2% | 0.47% | +5.6% |
| Q1 2022 | $1,263,000 | – | 41,071 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 264,421 | $7,271,919,000 | 6.83% |
| Bridgeworth, LLC | 176,086 | $4,843,000 | 1.12% |
| Arcus Capital Partners, LLC | 37,457 | $1,030,000 | 0.43% |
| Koshinski Asset Management, Inc. | 14,348 | $395,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 10,594 | $291,000 | 0.02% |
| BDO Wealth Advisors, LLC | 746 | $21,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 34,845 | $959,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 1,388 | $38,000 | 0.00% |