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Litman Gregory Fds Tr shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 31k 11.32
2023-12-31 $187k 18k 10.45
2023-09-30 $199k 21k 9.67

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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

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