LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,958 | -20.4% | 103,067 | -23.4% | 2.22% | -14.3% |
| Q2 2023 | $3,717 | -3.7% | 134,532 | -8.3% | 2.59% | +4.7% |
| Q1 2023 | $3,858 | -82.0% | 146,700 | -80.1% | 2.47% | -82.7% |
| Q4 2022 | $21,444 | -99.9% | 736,686 | -17.3% | 14.25% | -34.1% |
| Q3 2022 | $30,507,000 | +43.1% | 890,986 | +35.4% | 21.61% | +47.8% |
| Q2 2022 | $21,314,000 | – | 657,844 | – | 14.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valmark Advisers, Inc. | 601,153 | $16,777,000 | 0.31% |
| Cambria Investment Management, L.P. | 16,281 | $454,000 | 0.08% |
| Orion Portfolio Solutions, LLC | 16,036 | $448,000 | 0.02% |
| Private Advisor Group, LLC | 82,967 | $2,315,000 | 0.02% |
| Cribstone Capital Management, LLC | 135 | $4,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 10,696 | $299,000 | 0.00% |
| Betterment LLC | 11,012 | $307,000 | 0.00% |
| LPL Financial LLC | 22,004 | $614,000 | 0.00% |
| Janney Montgomery Scott LLC | 8,000 | $223,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 29,305 | $818,000 | 0.00% |