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Litman Gregory Fds Tr shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 446 28.68

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Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
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View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
Miracle Mile Advisors
Envestnet Asset Management
Naviter Wealth
CWM
Goldstein Advisors
Cardinal Point Capital Management, ULC
Northwestern Mutual Wealth Management Company
ValMark Advisers
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Family Investment Center
Resources Investment Advisors
Advisor Group Holdings

View all funds holding Litman Gregory Fds Tr