Who owns LITMAN GREGORY FDS TR?
- Ticker: DBEH
- CUSIP Number: 53700t835
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LITMAN GREGORY FDS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Beacon Harbor Wealth Advisors | 238k | $6.3M | 6% | Dec 2023 |
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Litman Gregory Asset Management | 57k | $1.5M | -27% | Dec 2023 |
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UBS Group | 183.00 | $4.9k | -78% | Dec 2023 |
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Who sold out of Litman Gregory Fds Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wells Fargo & Company | Sep 2023 | 1.5k | $40k |