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 ↓
Orion Portfolio Solutions, LLC 44,122$1,275,1230.02%
Moors & Cabot, Inc. 7,450$215,3050.02%
Integrated Wealth Concepts LLC 28,580$825,9610.02%
COMMONWEALTH EQUITY SERVICES, LLC 202,466$5,8510.01%
MML INVESTORS SERVICES, LLC 78,075$2,2560.01%
Ameliora Wealth Management Ltd. 613$17,7160.01%
Cetera Investment Advisers 41,301$1,193,6060.01%
Ameritas Advisory Services, LLC 6,935$201,3110.01%
Private Advisor Group, LLC 39,929$1,153,9670.01%
Wealthcare Advisory Partners LLC 7,390$213,5700.01%
Rockefeller Capital Management L.P. 91,064$2,631,7660.01%
PRIVATE TRUST CO NA 2,242$64,7940.01%
OPPENHEIMER & CO INC 14,967$432,5460.01%
CAPTRUST FINANCIAL ADVISORS 70,304$2,031,7860.01%
Steward Partners Investment Advisory, LLC 19,008$549,3310.01%
GeoWealth Management, LLC 2,568$740.01%
NewEdge Advisors, LLC 22,070$637,8230.01%
LINCOLN NATIONAL CORP 10,695$309,0810.01%
Kestra Advisory Services, LLC 21,450$619,9050.01%
Harvest Fund Management Co., Ltd 1,036$300.01%

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