Who owns LITMAN GREGORY FDS TR?
- CUSIP Number: 53700t710
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Susquehanna International | 17k | $190k | 11% | Dec 2025 |
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| Pacific Financial Group | 11k | $121k | 100% | Dec 2025 |
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| Advisor Group Holdings | 10k | $117k | -4% | Dec 2025 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Dec 2025 | 118k | $1.3M |
| CLS Investments | Dec 2025 | 62k | $698k |