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