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Litman Gregory Fds Tr shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBEH) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 57k 26.59
2023-09-30 $2.0M 78k 26.37

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View all positions for Litman Gregory Asset Management

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