LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q2 2024. The put-call ratio across all filers is 3.26 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,098,627 | +116.1% | 69,815 | +106.2% | 0.36% | +119.6% |
| Q1 2024 | $971,167 | -60.4% | 33,862 | -64.4% | 0.16% | -64.1% |
| Q4 2023 | $2,451,579 | +228.7% | 95,170 | +268.8% | 0.45% | +198.7% |
| Q3 2023 | $745,765 | -14.8% | 25,805 | -18.5% | 0.15% | -14.1% |
| Q2 2023 | $875,097 | -70.7% | 31,672 | -72.1% | 0.18% | -73.1% |
| Q1 2023 | $2,984,840 | – | 113,492 | – | 0.66% | – |
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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% |