LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 137 filers reported holding LITMAN GREGORY FDS TR in Q1 2024. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $280,514 | +6.0% | 9,332 | +1.1% | 0.00% | 0.0% |
| Q1 2024 | $264,719 | +21.8% | 9,230 | +9.4% | 0.00% | 0.0% |
| Q4 2023 | $217,404 | -13.2% | 8,440 | -2.6% | 0.00% | -25.0% |
| Q3 2023 | $250,375 | +4.8% | 8,664 | +0.2% | 0.00% | +33.3% |
| Q2 2023 | $239,013 | -3.6% | 8,651 | -8.3% | 0.00% | -25.0% |
| Q1 2023 | $248,044 | -11.9% | 9,431 | -2.5% | 0.00% | -20.0% |
| Q4 2022 | $281,503 | -14.2% | 9,670 | +0.0% | 0.01% | -16.7% |
| Q3 2022 | $328,000 | +13.5% | 9,667 | +8.3% | 0.01% | +20.0% |
| Q2 2022 | $289,000 | – | 8,923 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R. W. Roge & Company, Inc. | 890,986 | $30,507,000 | 21.61% |
| Catawba River Capital | 269,530 | $9,148,000 | 10.89% |
| Innova Wealth Partners | 294,810 | $10,006,000 | 9.13% |
| TTP Investments, Inc. | 169,707 | $5,760,000 | 6.92% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 371,171 | $12,598,000 | 5.01% |
| Beaumont Financial Partners, LLC | 1,280,435 | $43,458,000 | 4.17% |
| Cornerstone Wealth Group, LLC | 498,821 | $16,930,000 | 3.74% |
| Fermata Advisors, LLC | 300,068 | $10,184,000 | 3.32% |
| Frontier Asset Management, LLC | 103,212 | $3,503,000 | 3.04% |
| Fortress Wealth Group, LLC | 100,152 | $3,399,000 | 2.55% |