LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q2 2024. The put-call ratio across all filers is 3.26 and the average weighting 0.5%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,514,886 | $43,446,930 | 7.11% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 618,956 | $17,751,658 | 6.33% |
| Cardinal Point Capital Management ULC | 935,980 | $26,843,906 | 5.11% |
| Family Investment Center, Inc. | 512,931 | $14,710,860 | 4.74% |
| Goldstein Advisors, LLC | 967,622 | $27,751,399 | 4.74% |
| Frontier Asset Management, LLC | 428,539 | $12,290,497 | 4.52% |
| Sound Financial Strategies Group, LLC | 167,379 | $4,800,430 | 3.99% |
| Fortress Wealth Group, LLC | 239,305 | $7,083,430 | 3.80% |
| ALM First Financial Advisors, LLC | 270,000 | $7,743,600 | 3.02% |
| Innova Wealth Partners | 136,228 | $3,907,019 | 3.02% |