SMITH, MOORE & CO. - LITMAN GREGORY FDS TR ownership

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 136 filers reported holding LITMAN GREGORY FDS TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
SMITH, MOORE & CO. ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q2 2023$1,833,085
-63.1%
66,344
-64.9%
0.23%
-65.3%
Q1 2023$4,965,598
-61.7%
188,806
-57.6%
0.68%
-62.5%
Q4 2022$12,970,543
-13.7%
445,570
+0.6%
1.80%
-21.0%
Q3 2022$15,032,000442,8982.28%
Other shareholders
LITMAN GREGORY FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Valmark Advisers, Inc. 601,153$16,777,0000.31%
Cambria Investment Management, L.P. 16,281$454,0000.08%
Orion Portfolio Solutions, LLC 16,036$448,0000.02%
Private Advisor Group, LLC 82,967$2,315,0000.02%
Cribstone Capital Management, LLC 135$4,0000.00%
Cambridge Investment Research Advisors, Inc. 10,696$299,0000.00%
Betterment LLC 11,012$307,0000.00%
LPL Financial LLC 22,004$614,0000.00%
Janney Montgomery Scott LLC 8,000$223,0000.00%
ENVESTNET ASSET MANAGEMENT INC 29,305$818,0000.00%
View complete list of LITMAN GREGORY FDS TR shareholders