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Litman Gregory Fds Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth 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 AE Wealth 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 155k 26.55
2023-09-30 $583k 20k 28.90
2022-12-31 $944k 32k 29.11

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Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr