LAKE STREET PRIVATE WEALTH, LLC - LITMAN GREGORY FDS TR ownership

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q3 2023$767,844
+4.6%
26,5690.0%0.14%
+7.0%
Q2 2023$734,101
+3.4%
26,569
-1.6%
0.13%
-2.3%
Q1 2023$709,811
-68.4%
26,989
-65.0%
0.13%
-71.6%
Q4 2022$2,243,29877,0650.46%
Other shareholders
LITMAN GREGORY FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Valmark Advisers, Inc. 601,153$16,777,0000.31%
Cambria Investment Management, L.P. 16,281$454,0000.08%
Orion Portfolio Solutions, LLC 16,036$448,0000.02%
Private Advisor Group, LLC 82,967$2,315,0000.02%
Cribstone Capital Management, LLC 135$4,0000.00%
Cambridge Investment Research Advisors, Inc. 10,696$299,0000.00%
Betterment LLC 11,012$307,0000.00%
LPL Financial LLC 22,004$614,0000.00%
Janney Montgomery Scott LLC 8,000$223,0000.00%
ENVESTNET ASSET MANAGEMENT INC 29,305$818,0000.00%
View complete list of LITMAN GREGORY FDS TR shareholders