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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
2024-03-31 $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

RE Dickinson Investment Advisors
Envestnet Asset Management
Orion Portfolio Solutions
Berkshire Asset Management
Susquehanna International
Advisor Group Holdings

View all funds holding Litman Gregory Fds Tr