SUMMIT WEALTH & RETIREMENT PLANNING, INC. - LITMAN GREGORY FDS TR ownership

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q3 2023$14,836,884
+12.5%
513,387
+7.5%
5.97%
+15.0%
Q2 2023$13,191,253
+57.1%
477,425
+49.5%
5.19%
+65.3%
Q1 2023$8,398,616
-28.7%
319,339
-21.1%
3.14%
-34.5%
Q4 2022$11,786,697
-6.4%
404,902
+9.1%
4.79%
-4.4%
Q3 2022$12,598,000371,1715.01%
Other shareholders

There were no reported owners of LITMAN GREGORY FDS TR in Q4 2022.

NameSharesValueWeighting ↓
View complete list of LITMAN GREGORY FDS TR shareholders