LITMAN GREGORY FDS TR shareholders Q3 2023

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 132 filers reported holding LITMAN GREGORY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

LITMAN GREGORY FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Innova Wealth Partners 296,827$8,578,3007.71%
Naviter Wealth, LLC 1,062,704$30,712,1467.41%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 513,387$14,836,8845.97%
Goldstein Advisors, LLC 809,868$23,405,1854.88%
Fortress Wealth Group, LLC 205,831$5,995,8534.00%
ALM First Financial Advisors, LLC 270,000$7,803,0003.32%
Empire Financial Management Company, LLC 207,752$6,004,0322.62%
Frontier Asset Management, LLC 198,518$5,737,1622.60%
Litman Gregory Wealth Management LLC 800,369$23,130,6762.39%
Ethos Financial Group, LLC 311,647$9,004,6042.33%
R. W. Roge & Company, Inc. 103,067$2,9582.22%
Miracle Mile Advisors, LLC 2,425,513$70,097,3252.16%
E&G Advisors, LP 152,770$4,415,0531.61%
Leelyn Smith, LLC 213,499$6,170,1341.51%
Midwest Financial Group LLC 61,470$1,776,0001.50%
Professional Financial Advisors, LLC 101,886$2,944,4951.33%
Worth Asset Management, LLC 48,869$1,412,3151.14%
Fermata Advisors, LLC 133,371$3,854,2211.09%
RHS Financial, LLC 45,709$1,320,9900.92%
Sterneck Capital Management, LLC 45,470$1,314,0830.88%

This page lists LITMAN GREGORY FDS TR's shareholders in Q3 2023. To view LITMAN GREGORY FDS TR's shareholder history, click here.