CUSIP 53700T835
LITMAN GREGORY FDS TR
9 institutions · $2.3M total · 335,133 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Litman Gregory Wealth Management LLC | 68,015 | $1.8M | 20.29% | 2024-06-30 |
| 2 | JANE STREET GROUP, LLC | 8,656 | $234.2K | 2.58% | 2024-06-30 |
| 3 | JPMORGAN CHASE & CO | 6,797 | $183.9K | 2.02% | 2024-12-31 |
| 4 | WELLS FARGO & COMPANY/MN | 1,529 | $40.3K | 0.45% | 2023-12-31 |
| 5 | COMERICA BANK | 814 | $22.2K | 0.24% | 2024-03-31 |
| 6 | Beacon Harbor Wealth Advisors, Inc. | 249,297 | $6.8K | 74.38% | 2024-03-31 |
| 7 | UBS Group AG | 23 | $622 | 0.00% | 2024-06-30 |
| 8 | MORGAN STANLEY | 2 | $55 | 0.00% | 2025-03-31 |
| 9 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-06-30 |