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Litman Gregory FDS TR

CUSIP: 53700T835 | 10 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2024

Litman Gregory Asset Management LLC68,015
0.2% of portfolio›$1.8M
Jane Street Group, LLC8,656
0.0% of portfolio›$234.2K
JPMorgan Chase & Co6,797
0.0% of portfolio›$183.9K
UBS Group AG23
0.0% of portfolio›$622
Morgan Stanley2
0.0% of portfolio›$55
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Litman Gregory Asset Management LLC
68,015$1.8M0.2%GrowthVery LowOrinda, CA2024-07-30
Jane Street Group, LLC
8,656$234.2K0.0%CoreVery HighNew York, NY2024-08-15
JPMorgan Chase & Co
6,797$183.9K0.0%GrowthMediumNew York, NY2024-12-26
UBS Group AG
23$6220.0%CoreMediumZurich, Switzerland2024-08-14
Morgan Stanley
2$550.0%CoreLowNew York, NY2025-05-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23