LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 127 filers reported holding LITMAN GREGORY FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529 | -1.9% | 17,662 | -6.3% | 0.09% | -8.8% |
| Q1 2024 | $539 | -6.4% | 18,851 | -16.0% | 0.10% | -17.1% |
| Q4 2023 | $576 | -100.0% | 22,429 | -92.8% | 0.12% | -94.7% |
| Q3 2023 | $9,004,604 | -4.8% | 311,647 | -13.4% | 2.33% | -27.1% |
| Q2 2023 | $9,458,742 | 0.0% | 359,769 | 0.0% | 3.19% | +8.5% |
| Q1 2023 | $9,458,742 | -24.0% | 359,769 | -15.9% | 2.94% | -30.1% |
| Q4 2022 | $12,443,564 | – | 427,616 | – | 4.21% | – |
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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% |