LEUTHOLD FDS INC's ticker is LCR and the CUSIP is 527289789. A total of 14 filers reported holding LEUTHOLD FDS INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,722 | -54.9% | 2,895 | -53.8% | 0.00% | – |
| Q2 2023 | $194,349 | +13.4% | 6,270 | +8.7% | 0.00% | – |
| Q1 2023 | $171,373 | +2.6% | 5,770 | 0.0% | 0.00% | – |
| Q4 2022 | $167,000 | -82.6% | 5,770 | -83.4% | 0.00% | -100.0% |
| Q3 2022 | $959,000 | +37.4% | 34,845 | +40.2% | 0.00% | 0.0% |
| Q2 2022 | $698,000 | -10.4% | 24,845 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $779,000 | +6.6% | 25,345 | +9.5% | 0.00% | +100.0% |
| Q4 2021 | $731,000 | +9.8% | 23,145 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $666,000 | -0.6% | 22,145 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $670,000 | +18.8% | 22,145 | +14.2% | 0.00% | 0.0% |
| Q1 2021 | $564,000 | +26.2% | 19,395 | +15.8% | 0.00% | 0.0% |
| Q3 2020 | $447,000 | +5.4% | 16,750 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $424,000 | +256.3% | 16,750 | +219.0% | 0.00% | – |
| Q1 2020 | $119,000 | – | 5,250 | – | 0.00% | – |
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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% |