LEUTHOLD FDS INC's ticker is LCR and the CUSIP is 527289789. A total of 8 filers reported holding LEUTHOLD FDS INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,810 | -10.4% | 649 | -13.0% | 0.00% | -33.3% |
| Q3 2022 | $21,000 | -41.7% | 746 | -42.3% | 0.00% | -25.0% |
| Q2 2022 | $36,000 | -10.0% | 1,294 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -50.0% | 1,294 | -48.8% | 0.00% | -50.0% |
| Q4 2021 | $80,000 | +5.3% | 2,526 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $76,000 | -13.6% | 2,526 | -13.1% | 0.01% | -20.0% |
| Q2 2021 | $88,000 | -8.3% | 2,907 | -11.6% | 0.01% | -9.1% |
| Q1 2021 | $96,000 | – | 3,287 | – | 0.01% | – |
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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% |