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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cetera Advisors LLC | 9,316 | $269,232 | 0.00% |
| Atria Wealth Solutions, Inc. | 8,664 | $250,375 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26,543 | $767,093 | 0.00% |
| Mariner, LLC | 44,261 | $1,279,140 | 0.00% |
| HighTower Advisors, LLC | 53,719 | $1,550,000 | 0.00% |
| AE Wealth Management LLC | 20,161 | $582,640 | 0.00% |
| Renaissance Technologies | 59,158 | $1,710 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 9,280 | $268,192 | 0.00% |
| Impact Partnership Wealth, LLC | 266 | $7,687 | 0.00% |
| Corient Private Wealth LLC | 11,718 | $338,650 | 0.00% |
| COMERICA BANK | 4,932 | $142,535 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 21,222 | $613,316 | 0.00% |
| MORGAN STANLEY | 299,888 | $8,666,789 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 679 | $19,623 | 0.00% |
| STIFEL FINANCIAL CORP | 26,222 | $757,818 | 0.00% |
| Tower Research Capital LLC (TRC) | 619 | $17,889 | 0.00% |
| Global Retirement Partners, LLC | 442 | $12,722 | 0.00% |
| Creative Planning | 27,059 | $781,997 | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 7,290 | $210,681 | 0.00% |
| Legend Financial Advisors, Inc. | 60 | $1,734 | 0.00% |
This page lists LITMAN GREGORY FDS TR's shareholders in Q3 2023. To view LITMAN GREGORY FDS TR's shareholder history, click here.