Who owns LITMAN GREGORY FDS TR?
- Ticker: BDVG
- CUSIP Number: 53700t751
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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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management | 184k | $2.4M | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 86k | $1.1M | 6% | Dec 2025 |
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| Berkshire Asset Management | 48k | $611k | 0% | Sep 2025 |
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| CLS Investments | 20k | $251k | 1% | Dec 2025 |
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| Citadel Advisors | 19k | $236k | 100% | Sep 2025 |
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| Advisor Group Holdings | 15k | $186k | 7% | Dec 2025 |
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| Aptus Capital Advisors | 8.5k | $109k | 0% | Dec 2025 |
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| Farther Finance Advisors | 20.00 | $256.000000 | 100% | Dec 2025 |
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| UBS Group | 3.00 | $38.000100 | -100% | 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 | Sep 2025 | 23k | $295k |