Who owns LITMAN GREGORY FDS TR?
- Ticker: BDVG
- CUSIP Number: 53700t751
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LITMAN GREGORY FDS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Orion Portfolio Solutions | 18k | $187k | -13% | Dec 2023 |
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Berkshire Asset Management | 15k | $157k | 0% | Dec 2023 |
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UBS Group | 58.00 | $604.998000 | -31% | Dec 2023 |
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Who sold out of Litman Gregory Fds Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Advisor Group Holdings | Sep 2023 | 701.00 | $6.8k |