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Litman Gregory Fds Tr shares owned by We Are One Seven

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by We Are One Seven consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by We Are One Seven

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 9.5k 25.76
2023-09-30 $309k 11k 28.90

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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