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 | $5,737,162 | +0.6% | 198,518 | -3.8% | 2.60% | +0.4% |
| Q2 2023 | $5,700,122 | +21.7% | 206,302 | +15.8% | 2.59% | +17.0% |
| Q1 2023 | $4,684,121 | -67.4% | 178,103 | -63.9% | 2.21% | -66.3% |
| Q4 2022 | $14,364,097 | +310.1% | 493,442 | +378.1% | 6.58% | +116.5% |
| Q3 2022 | $3,503,000 | – | 103,212 | – | 3.04% | – |
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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% |