LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549,331 | -59.6% | 19,008 | -61.4% | 0.01% | -60.0% |
| Q2 2023 | $1,358,926 | -22.1% | 49,183 | -25.8% | 0.02% | -28.6% |
| Q1 2023 | $1,744,295 | -24.1% | 66,323 | -16.0% | 0.03% | -28.2% |
| Q4 2022 | $2,297,827 | +4.4% | 78,936 | +21.8% | 0.04% | -4.9% |
| Q3 2022 | $2,200,000 | +34.6% | 64,816 | +28.4% | 0.04% | +36.7% |
| Q2 2022 | $1,635,000 | +2051.3% | 50,478 | +1808.4% | 0.03% | +2900.0% |
| Q1 2022 | $76,000 | – | 2,645 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Innova Wealth Partners | 296,827 | $8,578,300 | 7.71% |
| Naviter Wealth, LLC | 1,062,704 | $30,712,146 | 7.41% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 513,387 | $14,836,884 | 5.97% |
| Goldstein Advisors, LLC | 809,868 | $23,405,185 | 4.88% |
| Fortress Wealth Group, LLC | 205,831 | $5,995,853 | 4.00% |
| ALM First Financial Advisors, LLC | 270,000 | $7,803,000 | 3.32% |
| Empire Financial Management Company, LLC | 207,752 | $6,004,032 | 2.62% |
| Frontier Asset Management, LLC | 198,518 | $5,737,162 | 2.60% |
| Litman Gregory Wealth Management LLC | 800,369 | $23,130,676 | 2.39% |
| Ethos Financial Group, LLC | 311,647 | $9,004,604 | 2.33% |