Who owns LITMAN GREGORY FDS TR?
- CUSIP Number: 53700t835
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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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Top investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Litman Gregory Asset Management | 68k | $1.8M | 20% | Jun 2024 |
|
| Jane Street | 8.7k | $234k | -46% | Jun 2024 |
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| Jpmorgan Chase & Co | 6.8k | $184k | 100% | Jun 2024 |
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| Morgan Stanley | 2.00 | $55.000000 | 100% | Jun 2024 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Mar 2024 | 249k | $6.8M |
| Brian McDonald | Mar 2024 | 814.00 | $22k |