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Litman Gregory Fds Tr shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by TriaGen 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 TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $716k 25k 28.68

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Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
ValMark Advisers
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Family Investment Center
Resources Investment Advisors
Advisor Group Holdings
Savant Capital Management
LPL Financial

View all funds holding Litman Gregory Fds Tr