LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 135 filers reported holding LITMAN GREGORY FDS TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,345,583 | -2.7% | 78,030 | -7.2% | 0.54% | -0.7% |
| Q1 2024 | $2,411,114 | -15.6% | 84,070 | -24.2% | 0.54% | -20.4% |
| Q4 2023 | $2,857,658 | -25.9% | 110,934 | -16.8% | 0.68% | -37.2% |
| 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 ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 1,636,054 | $49,179,783 | 7.34% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 643,329 | $19,338,457 | 6.58% |
| Cardinal Point Capital Management ULC | 1,007,526 | $30,286,232 | 5.27% |
| Family Investment Center, Inc. | 564,844 | $16,979,207 | 5.07% |
| Goldstein Advisors, LLC | 1,006,072 | $30,242,524 | 5.06% |
| Innova Wealth Partners | 223,631 | $6,722,348 | 4.81% |
| Frontier Asset Management, LLC | 396,280 | $11,912,190 | 4.32% |
| Sound Financial Strategies Group, LLC | 159,841 | $4,804,820 | 4.18% |
| Fortress Wealth Group, LLC | 256,664 | $7,594,691 | 3.81% |
| ALM First Financial Advisors, LLC | 270,000 | $8,116,200 | 3.22% |