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Litman Gregory Fds Tr shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBEH) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 249k 27.27
2023-12-31 $6.3M 238k 26.59
2023-09-30 $5.9M 225k 26.37
2023-06-30 $5.9M 223k 26.68
2023-03-31 $5.6M 217k 25.86

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Top funds holding Litman Gregory Fds Tr

Beacon Harbor Wealth Advisors
Litman Gregory Asset Management
UBS Group

View all funds holding Litman Gregory Fds Tr