WEALTH ADVISORS, INC. - LITMAN GREGORY FDS TR ownership

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
WEALTH ADVISORS, INC. ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q4 2022$227,4077,8120.12%
Other shareholders
LITMAN GREGORY FDS TR shareholders Q4 2022
NameSharesValueWeighting ↓
R. W. Roge & Company, Inc. 890,986$30,507,00021.61%
R.P. Boggs & Co. 269,530$9,148,00010.89%
Innova Wealth Partners 294,810$10,006,0009.13%
TTP Investments, Inc. 169,707$5,760,0006.92%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 371,171$12,598,0005.01%
Beaumont Financial Partners, LLC 1,280,435$43,458,0004.17%
Cornerstone Wealth Group, LLC 498,821$16,930,0003.74%
Fermata Advisors, LLC 300,068$10,184,0003.32%
Frontier Asset Management, LLC 103,212$3,503,0003.04%
Fortress Wealth Group, LLC 100,152$3,399,0002.55%
View complete list of LITMAN GREGORY FDS TR shareholders