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 | 186k | $2.4M | 5% | Sep 2025 |
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| Cambridge Investment Research Advisors | 81k | $1.0M | -49% | Sep 2025 |
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| Berkshire Asset Management | 48k | $611k | 0% | Sep 2025 |
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| Envestnet Asset Management | 23k | $295k | 5% | Sep 2025 |
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| CLS Investments | 19k | $246k | -2% | Sep 2025 |
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| Citadel Advisors | 19k | $236k | 100% | Sep 2025 |
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| Advisor Group Holdings | 14k | $171k | 1% | Sep 2025 |
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| Aptus Capital Advisors | 8.5k | $108k | 6% | Sep 2025 |
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| UBS Group | 4.1k | $52k | -36% | Sep 2025 |
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Who sold out of Litman Gregory Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 8.1k | $97k |