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 ↓ |
|---|---|---|---|
| Innova Wealth Partners | 296,827 | $8,578,300 | 7.71% |
| Naviter Wealth, LLC | 1,062,704 | $30,712,146 | 7.41% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 513,387 | $14,836,884 | 5.97% |
| Goldstein Advisors, LLC | 809,868 | $23,405,185 | 4.88% |
| Fortress Wealth Group, LLC | 205,831 | $5,995,853 | 4.00% |
| ALM First Financial Advisors, LLC | 270,000 | $7,803,000 | 3.32% |
| Empire Financial Management Company, LLC | 207,752 | $6,004,032 | 2.62% |
| Frontier Asset Management, LLC | 198,518 | $5,737,162 | 2.60% |
| Litman Gregory Wealth Management LLC | 800,369 | $23,130,676 | 2.39% |
| Ethos Financial Group, LLC | 311,647 | $9,004,604 | 2.33% |