Litman Gregory Fds Tr shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Litman Gregory Fds Tr
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Quarterly reported holdings in Litman Gregory Fds Tr by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $548k | 20k | 28.06 |
| 2024-03-31 | $687k | 24k | 28.68 |
| 2023-12-31 | $204k | 7.9k | 25.76 |
| 2023-06-30 | $230k | 8.3k | 27.67 |