LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 137 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $539,891 | -2.6% | 17,960 | -7.1% | 0.03% | +3.1% |
| Q1 2024 | $554,557 | -19.0% | 19,336 | -27.3% | 0.03% | -28.9% |
| Q4 2023 | $684,676 | -57.2% | 26,579 | -52.0% | 0.04% | -60.9% |
| 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 | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |