WFA of San Diego, LLC - LEUTHOLD FDS INC ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of LEUTHOLD FDS INC
ValueSharesWeighting
Q3 2023$60,482
-0.8%
1,996
+1.5%
0.06%
+5.0%
Q2 2023$60,940
-18.7%
1,966
-23.9%
0.06%
+5.3%
Q4 2022$74,921
+5.5%
2,585
+1.8%
0.06%
-6.6%
Q2 2022$71,0002,5390.06%
Other shareholders
LEUTHOLD FDS INC shareholders Q4 2023
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 264,421$7,271,919,0006.83%
Bridgeworth, LLC 176,086$4,843,0001.12%
Arcus Capital Partners, LLC 37,457$1,030,0000.43%
Koshinski Asset Management, Inc. 14,348$395,0000.05%
Dynamic Advisor Solutions LLC 10,594$291,0000.02%
BDO Wealth Advisors, LLC 746$21,0000.00%
OSAIC HOLDINGS, INC. 34,845$959,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 1,388$38,0000.00%
View complete list of LEUTHOLD FDS INC shareholders