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. 251,068$7,607,7126.49%
Bridgeworth, LLC 915,834$27,751,0573.06%
Arcus Capital Partners, LLC 31,610$957,8200.29%
Capital Investment Advisory Services, LLC 63,683$1,929,6840.19%
Onyx Bridge Wealth Group LLC 22,235$673,7520.16%
Koshinski Asset Management, Inc. 41,265$1,250,3870.14%
WFA of San Diego, LLC 1,996$60,4820.06%
Dynamic Advisor Solutions LLC 10,319$312,6800.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
ENVESTNET ASSET MANAGEMENT INC 9,418$285,3790.00%
View complete list of LEUTHOLD FDS INC shareholders