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Litman Gregory Fds Tr shares owned by Citadel Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 19k 12.75
2024-09-30 $207k 18k 11.67
2024-06-30 $205k 19k 11.02

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Top funds holding Litman Gregory Fds Tr

Warren Averett Asset Management
Cambridge Investment Research Advisors
Berkshire Asset Management
Envestnet Asset Management
CLS Investments
Citadel Advisors
Advisor Group Holdings
Aptus Capital Advisors
UBS Group

View all funds holding Litman Gregory Fds Tr