LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827.
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 ↓ |
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