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Litman Gregory Fds Tr shares owned by 55i

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by 55i from 13F filings

Historical chart of 55i investment in Litman Gregory Fds Tr

23:59:59.999Sep 29, 202223:59:59.999500:00:00Sep 30, 202200:00:00.000500:00:00.0017.169988M7.1699885M7.169989M7.1699895M7.16999M211.247k211.2475k211.248k211.2485k211.249k
Value ($)Share countHistorical DBMF position of 55i Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Litman Gregory Fds Tr by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.2M 211k 33.94

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Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Morgan Stanley
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Envestnet Asset Management
Parcion Private Wealth
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Wells Fargo & Company
Commonwealth Equity Services
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr