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Litman Gregory Fds Tr shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $112k 8.6k 13.06
2025-06-30 $97k 8.1k 12.04
2025-03-31 $79k 6.7k 11.73
2024-12-31 $62k 5.4k 11.46

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Top funds holding Litman Gregory Fds Tr

Branch Banking & Trust Company
Warren Averett Asset Management
Cambridge Investment Research Advisors
Berkshire Asset Management
CLS Investments
Envestnet Asset Management
Advisor Group Holdings
Citadel Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
UBS Group

View all funds holding Litman Gregory Fds Tr