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Litman Gregory Fds Tr shares owned by Atria Investments

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

Historical chart of Atria Investments investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 12k 28.13
2024-06-30 $337k 11k 30.06
2022-06-30 $1.3M 40k 32.40

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Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Northwestern Mutual Wealth Management Company
Goldstein Advisors
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Resources Investment Advisors
ValMark Advisers
Family Investment Center
Frontier Asset Management
Jpmorgan Chase & Co
ALM First Financial Advisors

View all funds holding Litman Gregory Fds Tr