LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 101 filers reported holding LITMAN GREGORY FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $7,170,000 | – | 211,248 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
R. W. Roge & Company, Inc. | 890,986 | $30,507,000 | 21.61% |
Catawba River Capital | 269,530 | $9,148,000 | 10.89% |
Innova Wealth Partners | 294,810 | $10,006,000 | 9.13% |
TTP Investments, Inc. | 169,707 | $5,760,000 | 6.92% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 371,171 | $12,598,000 | 5.01% |
Beaumont Financial Partners, LLC | 1,280,435 | $43,458,000 | 4.17% |
Cornerstone Wealth Group, LLC | 498,821 | $16,930,000 | 3.74% |
Fermata Advisors, LLC | 300,068 | $10,184,000 | 3.32% |
Frontier Asset Management, LLC | 103,212 | $3,503,000 | 3.04% |
Fortress Wealth Group, LLC | 100,152 | $3,399,000 | 2.55% |