MONEY CONCEPTS CAPITAL CORP - LITMAN GREGORY FDS TR ownership

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LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 50 filers reported holding LITMAN GREGORY FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
MONEY CONCEPTS CAPITAL CORP ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q1 2023$1,044,471
-83.9%
16,286
-92.7%
0.06%
-80.0%
Q4 2022$6,503,851
-23.6%
223,423
-10.9%
0.29%
-42.2%
Q3 2022$8,511,000
+398.3%
250,768
+372.2%
0.50%
+230.3%
Q2 2022$1,708,000–53,104–0.15%–
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Other shareholders
LITMAN GREGORY FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
R.P. Boggs & Co. 257,061$6,760,7046.14%
Fortress Wealth Group, LLC 208,823$5,492,0413.97%
Goldstein Advisors, LLC 652,977$17,173,3003.78%
Naviter Wealth, LLC 349,933$9,203,2383.22%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 319,339$8,398,6163.14%
ALM First Financial Advisors, LLC 270,000$7,101,0003.03%
Ethos Financial Group, LLC 359,769$9,458,7422.94%
Innova Wealth Partners 122,824$3,230,2712.83%
R. W. Roge & Company, Inc. 146,700$3,8582.47%
Frontier Asset Management, LLC 178,103$4,684,1212.21%
View complete list of LITMAN GREGORY FDS TR shareholders