LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 133 filers reported holding LITMAN GREGORY FDS TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R. W. Roge & Company, Inc. | 736,686 | $21,444 | 14.25% |
| Catawba River Capital | 268,942 | $7,828,902 | 8.20% |
| Frontier Asset Management, LLC | 493,442 | $14,364,097 | 6.58% |
| Naviter Wealth, LLC | 756,912 | $21,534,146 | 5.91% |
| Wealth Enhancement & Preservation of GA, LLC | 119,070 | $3,466,128 | 5.65% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 404,902 | $11,786,697 | 4.79% |
| Innova Wealth Partners | 172,432 | $5,019,496 | 4.41% |
| Ethos Financial Group, LLC | 427,616 | $12,443,564 | 4.21% |
| Goldstein Advisors, LLC | 584,535 | $17,016,000 | 4.12% |
| ALM First Financial Advisors, LLC | 270,000 | $7,860 | 3.34% |