LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,716 | +4.6% | 613 | 0.0% | 0.01% | +10.0% |
| Q2 2023 | $16,937 | -79.0% | 613 | -80.0% | 0.01% | -78.7% |
| Q1 2023 | $80,715 | -9.7% | 3,069 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $89,339 | +6.4% | 3,069 | +25.0% | 0.05% | +4.3% |
| Q3 2022 | $84,000 | -62.8% | 2,456 | -64.9% | 0.05% | -82.8% |
| Q2 2022 | $226,000 | +140.4% | 7,000 | +75.0% | 0.27% | +211.6% |
| Q4 2021 | $94,000 | – | 4,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Catawba River Capital | 257,061 | $6,760,704 | 6.14% |
| Fortress Wealth Group, LLC | 208,823 | $5,492,041 | 3.97% |
| Goldstein Advisors, LLC | 652,977 | $17,173,300 | 3.78% |
| Naviter Wealth, LLC | 349,933 | $9,203,238 | 3.22% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 319,339 | $8,398,616 | 3.14% |
| ALM First Financial Advisors, LLC | 270,000 | $7,101,000 | 3.03% |
| Ethos Financial Group, LLC | 359,769 | $9,458,742 | 2.94% |
| Innova Wealth Partners | 122,824 | $3,230,271 | 2.83% |
| R. W. Roge & Company, Inc. | 146,700 | $3,858 | 2.47% |
| Frontier Asset Management, LLC | 178,103 | $4,684,121 | 2.21% |