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 | $1,599,286 | -34.9% | 55,339 | -37.8% | 0.12% | -34.3% |
| Q2 2023 | $2,457,726 | -22.8% | 88,951 | -26.5% | 0.18% | -23.6% |
| Q1 2023 | $3,182,496 | -20.6% | 121,007 | -12.2% | 0.23% | -23.4% |
| Q4 2022 | $4,010,288 | -23.7% | 137,763 | -11.0% | 0.30% | -31.1% |
| Q3 2022 | $5,256,000 | +30.2% | 154,855 | +24.3% | 0.43% | +32.3% |
| Q2 2022 | $4,036,000 | – | 124,553 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 942,562 | $26,042,988 | 6.62% |
| Innova Wealth Partners | 225,207 | $6,222,469 | 5.30% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 477,425 | $13,191,253 | 5.19% |
| Goldstein Advisors, LLC | 756,007 | $20,888,473 | 4.38% |
| Fortress Wealth Group, LLC | 202,252 | $5,598,332 | 3.54% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 3.19% |
| ALM First Financial Advisors, LLC | 270,000 | $7,460,100 | 3.17% |
| Litman Gregory Wealth Management LLC | 783,506 | $21,648,281 | 2.70% |
| Frontier Asset Management, LLC | 206,302 | $5,700,122 | 2.59% |
| R. W. Roge & Company, Inc. | 134,532 | $3,717 | 2.59% |