LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 136 filers reported holding LITMAN GREGORY FDS TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,909 | -15.6% | 203 | +3.6% | 0.00% | -25.0% |
| Q3 2022 | $7,000 | +16.7% | 196 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | +20.0% | 195 | +19.6% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | +25.0% | 163 | +19.0% | 0.00% | +50.0% |
| Q4 2021 | $4,000 | 0.0% | 137 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | – | 135 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valmark Advisers, Inc. | 601,153 | $16,777,000 | 0.31% |
| Cambria Investment Management, L.P. | 16,281 | $454,000 | 0.08% |
| Orion Portfolio Solutions, LLC | 16,036 | $448,000 | 0.02% |
| Private Advisor Group, LLC | 82,967 | $2,315,000 | 0.02% |
| Cribstone Capital Management, LLC | 135 | $4,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10,696 | $299,000 | 0.00% |
| Betterment LLC | 11,012 | $307,000 | 0.00% |
| LPL Financial LLC | 22,004 | $614,000 | 0.00% |
| Janney Montgomery Scott LLC | 8,000 | $223,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 29,305 | $818,000 | 0.00% |