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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $407,461 | -95.9% | 14,747 | -96.1% | 0.02% | -96.3% |
| Q1 2023 | $9,852,473 | +0.1% | 374,617 | +10.8% | 0.46% | -8.7% |
| Q4 2022 | $9,844,992 | -11.2% | 338,200 | +3.6% | 0.50% | -19.0% |
| Q3 2022 | $11,082,000 | +11.0% | 326,505 | +6.0% | 0.62% | +13.1% |
| Q2 2022 | $9,981,000 | – | 308,043 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Innova Wealth Partners | 296,827 | $8,578,300 | 7.71% |
| Naviter Wealth, LLC | 1,062,704 | $30,712,146 | 7.41% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 513,387 | $14,836,884 | 5.97% |
| Goldstein Advisors, LLC | 809,868 | $23,405,185 | 4.88% |
| Fortress Wealth Group, LLC | 205,831 | $5,995,853 | 4.00% |
| ALM First Financial Advisors, LLC | 270,000 | $7,803,000 | 3.32% |
| Empire Financial Management Company, LLC | 207,752 | $6,004,032 | 2.62% |
| Frontier Asset Management, LLC | 198,518 | $5,737,162 | 2.60% |
| Litman Gregory Wealth Management LLC | 800,369 | $23,130,676 | 2.39% |
| Ethos Financial Group, LLC | 311,647 | $9,004,604 | 2.33% |