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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

Tip: Access up to 7 years of quarterly data

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
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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Top funds holding Litman Gregory Fds Tr

Cambridge Investment Research Advisors
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