LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 101 filers reported holding LITMAN GREGORY FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,246 | -57.9% | 48,387 | -53.1% | 0.80% | -63.9% |
| 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 ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |