LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 13 filers reported holding LITMAN GREGORY FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,123 | +8.4% | 44,122 | +3.7% | 0.02% | +15.4% |
| Q2 2023 | $1,175,944 | +24.3% | 42,560 | +18.3% | 0.01% | +8.3% |
| Q1 2023 | $946,100 | +6.7% | 35,973 | +18.1% | 0.01% | -61.3% |
| Q4 2022 | $886,865 | -15.5% | 30,466 | -1.5% | 0.03% | -26.2% |
| Q3 2022 | $1,049,000 | +177.5% | 30,922 | +165.2% | 0.04% | +180.0% |
| Q2 2022 | $378,000 | +6.5% | 11,660 | -6.1% | 0.02% | +25.0% |
| Q1 2022 | $355,000 | +6.9% | 12,414 | -3.5% | 0.01% | +9.1% |
| Q4 2021 | $332,000 | -25.9% | 12,861 | -19.8% | 0.01% | -31.2% |
| Q3 2021 | $448,000 | – | 16,036 | – | 0.02% | – |
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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% |