LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T835. A total of 6 filers reported holding LITMAN GREGORY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 224,911 | $5,931 | 1.98% |
| Litman Gregory Wealth Management LLC | 77,515 | $2,044,079 | 0.21% |
| UBS Group AG | 844 | $22,256 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1,529 | $40,320 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| COMERICA BANK | 814 | $21,465 | 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.