LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,854,221 | +585.5% | 133,371 | +555.2% | 1.09% | +113.4% |
| Q2 2023 | $562,267 | -40.9% | 20,355 | -43.7% | 0.51% | -11.5% |
| Q1 2023 | $951,726 | -77.7% | 36,186 | -75.3% | 0.58% | -54.6% |
| Q4 2022 | $4,273,062 | -58.0% | 146,791 | -51.1% | 1.27% | -61.8% |
| Q3 2022 | $10,184,000 | +65.6% | 300,068 | +58.1% | 3.32% | +54.5% |
| Q2 2022 | $6,150,000 | +2871.0% | 189,813 | +2527.5% | 2.14% | +2650.0% |
| Q1 2022 | $207,000 | – | 7,224 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Catawba River Capital | 257,061 | $6,760,704 | 6.14% |
| Fortress Wealth Group, LLC | 208,823 | $5,492,041 | 3.97% |
| Goldstein Advisors, LLC | 652,977 | $17,173,300 | 3.78% |
| Naviter Wealth, LLC | 349,933 | $9,203,238 | 3.22% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 319,339 | $8,398,616 | 3.14% |
| ALM First Financial Advisors, LLC | 270,000 | $7,101,000 | 3.03% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 2.94% |
| Innova Wealth Partners | 122,824 | $3,230,271 | 2.83% |
| R. W. Roge & Company, Inc. | 146,700 | $3,858 | 2.47% |
| Frontier Asset Management, LLC | 178,103 | $4,684,121 | 2.21% |