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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,369,820 | +13.6% | 704,838 | +8.6% | 0.44% | +11.1% |
| Q2 2023 | $17,925,143 | +28.9% | 648,757 | +22.7% | 0.40% | +21.8% |
| Q1 2023 | $13,901,857 | +27.8% | 528,588 | +41.4% | 0.33% | +3.5% |
| Q4 2022 | $10,878,569 | +294.7% | 373,706 | +360.2% | 0.32% | +208.8% |
| Q3 2022 | $2,756,000 | +951.9% | 81,200 | +902.6% | 0.10% | +827.3% |
| Q2 2022 | $262,000 | – | 8,099 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Catawba River Capital | 257,061 | $6,760,704 | 6.14% |
| Fortress Wealth Group, LLC | 208,823 | $5,492,041 | 3.97% |
| Goldstein Advisors, LLC | 652,977 | $17,173,300 | 3.78% |
| Naviter Wealth, LLC | 349,933 | $9,203,238 | 3.22% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 319,339 | $8,398,616 | 3.14% |
| ALM First Financial Advisors, LLC | 270,000 | $7,101,000 | 3.03% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 2.94% |
| Innova Wealth Partners | 122,824 | $3,230,271 | 2.83% |
| R. W. Roge & Company, Inc. | 146,700 | $3,858 | 2.47% |
| Frontier Asset Management, LLC | 178,103 | $4,684,121 | 2.21% |