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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,851 | +5.7% | 202,466 | +1.0% | 0.01% | +9.1% |
| Q2 2023 | $5,538 | -10.3% | 200,427 | -14.6% | 0.01% | -15.4% |
| Q1 2023 | $6,171 | +7.6% | 234,659 | +19.1% | 0.01% | -7.1% |
| Q4 2022 | $5,734 | -99.9% | 196,986 | +6.3% | 0.01% | -12.5% |
| Q3 2022 | $6,291,000 | +32.4% | 185,366 | +26.4% | 0.02% | +33.3% |
| Q2 2022 | $4,751,000 | +14.5% | 146,654 | +1.1% | 0.01% | +33.3% |
| Q1 2022 | $4,148,000 | – | 145,075 | – | 0.01% | – |
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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% |