Litman Gregory Fds Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Litman Gregory Fds Tr by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $4.1M | 155k | 26.55 |
2023-09-30 | $583k | 20k | 28.90 |
2022-12-31 | $944k | 32k | 29.11 |