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Litman Gregory Fds Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 23k 12.75
2025-06-30 $266k 22k 12.04
2025-03-31 $259k 22k 11.73
2024-12-31 $500k 44k 11.47
2024-09-30 $413k 35k 11.67
2024-06-30 $366k 33k 11.02
2024-03-31 $377k 33k 11.32
2023-09-30 $219k 23k 9.67
2023-06-30 $160k 16k 10.21

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View all positions for Envestnet Asset Management

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