LITMAN GREGORY FDS TR shareholders Q2 2024

LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827. A total of 152 filers reported holding LITMAN GREGORY FDS TR in Q2 2024. The put-call ratio across all filers is 3.26 and the average weighting 0.5%.

LITMAN GREGORY FDS TR shareholders Q2 2024
NameSharesValueWeighting ↓
Naviter Wealth, LLC 1,636,054$49,179,7837.34%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 643,329$19,338,4576.58%
Cardinal Point Capital Management ULC 1,007,526$30,286,2325.27%
Family Investment Center, Inc. 564,844$16,979,2075.07%
Goldstein Advisors, LLC 1,006,072$30,242,5245.06%
Innova Wealth Partners 223,631$6,722,3484.81%
Frontier Asset Management, LLC 396,280$11,912,1904.32%
Sound Financial Strategies Group, LLC 159,841$4,804,8204.18%
Fortress Wealth Group, LLC 256,664$7,594,6913.81%
ALM First Financial Advisors, LLC 270,000$8,116,2003.22%
Longview Financial Advisors, Inc. 124,520$3,743,0802.85%
Beacon Harbor Wealth Advisors, Inc. 346,715$10,4222.71%
Litman Gregory Wealth Management LLC 913,944$27,473,1702.44%
Empire Financial Management Company, LLC 196,457$5,905,5081.95%
Austin Wealth Management, LLC 247,261$7,457,4071.75%
Q3 Asset Management 199,030$5,8551.33%
Leelyn Smith, LLC 214,268$6,440,9011.24%
Midwest Financial Group LLC 63,991$1,924,0001.22%
Professional Financial Advisors, LLC 144,867$4,354,6941.20%
RHS Financial, LLC 49,202$1,479,0120.90%

This page lists LITMAN GREGORY FDS TR's shareholders in Q2 2024. To view LITMAN GREGORY FDS TR's shareholder history, click here.