Trek Financial, LLC - LITMAN GREGORY FDS TR ownership

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LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 132 filers reported holding LITMAN GREGORY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Trek Financial, LLC ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q3 2023$1,445,318
+264.3%
50,011
+248.3%
0.13%
+277.1%
Q2 2023$396,767
-86.9%
14,360
-86.2%
0.04%
-88.4%
Q4 2022$3,038,182
-15.3%
104,369
-1.3%
0.30%
-19.6%
Q3 2022$3,589,000–105,751–0.38%–
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Other shareholders
LITMAN GREGORY FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
R.P. Boggs & Co. 257,061$6,760,7046.14%
Fortress Wealth Group, LLC 208,823$5,492,0413.97%
Goldstein Advisors, LLC 652,977$17,173,3003.78%
Naviter Wealth, LLC 349,933$9,203,2383.22%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 319,339$8,398,6163.14%
ALM First Financial Advisors, LLC 270,000$7,101,0003.03%
Ethos Financial Group, LLC 359,769$9,458,7422.94%
Innova Wealth Partners 122,824$3,230,2712.83%
R. W. Roge & Company, Inc. 146,700$3,8582.47%
Frontier Asset Management, LLC 178,103$4,684,1212.21%
View complete list of LITMAN GREGORY FDS TR shareholders