LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,578,300 | +37.9% | 296,827 | +31.8% | 7.71% | +45.4% |
| Q2 2023 | $6,222,469 | +92.6% | 225,207 | +83.4% | 5.30% | +87.2% |
| Q1 2023 | $3,230,271 | -35.6% | 122,824 | -28.8% | 2.83% | -35.8% |
| Q4 2022 | $5,019,496 | -49.8% | 172,432 | -41.5% | 4.41% | -51.7% |
| Q3 2022 | $10,006,000 | +588.6% | 294,810 | +557.5% | 9.13% | +646.2% |
| Q2 2022 | $1,453,000 | – | 44,839 | – | 1.22% | – |
Download | ||||||
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% |