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 |
|---|---|---|---|---|---|
| Branch Banking & Trust Company | 234k | $3.3M | 100% | Jun 2026 |
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| Warren Averett Asset Management | 163k | $2.3M | 4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 85k | $1.2M | -3% | Jun 2026 |
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| Berkshire Asset Management | 60k | $850k | 0% | Jun 2026 |
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| Envestnet Asset Management | 45k | $647k | 198% | Jun 2026 |
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| Citadel Advisors | 15k | $207k | 6% | Jun 2026 |
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| CLS Investments | 14k | $202k | -21% | Jun 2026 |
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| Advisor Group Holdings | 12k | $169k | -18% | Jun 2026 |
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| Aptus Capital Advisors | 8.6k | $123k | 0% | Jun 2026 |
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| SRS Capital Advisors | 1.5k | $22k | 100% | Jun 2026 |
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| UBS Group | 753.00 | $11k | -26% | Jun 2026 |
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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 | Mar 2026 | 8.6k | $112k |