Litman Gregory FDS TRETF
13F holders, Q1 2024 (March 31)5holders
1famous investor
$9.64avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Litman Gregory FDS TR in their 13F filings. The largest holders were Cetera Investment Advisers ($236K), Susquehanna International Group, LLP ($232K) and Citadel Advisors ($192K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T793
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $467K |
| Exits | 4 | $5.8M |
Ownership 5 holders
| Cetera Investment Advisers | 0.00% | New | 24,455 | $236K |
| Susquehanna International Group, LLP | 0.00% | New | 24,038 | $232K |
| Citadel Advisors | 0.00% | Reduce -6.4% | 19,945 | $192K |
| AdvisorNet Financial, Inc | 0.01% | Add +84.5% | 9,453 | $91K |
| UBS Group AG | 0.00% | Add +538.5% | 3,333 | $32K |
"% of holder's portfolio" is LITMAN GREGORY FDS TR's weight in each manager's 13F, not the share of Litman Gregory FDS TR the manager owns.