Litman Gregory Fds Tr shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Litman Gregory Fds Tr by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $217k | 8.4k | 25.76 |
| 2023-09-30 | $250k | 8.7k | 28.90 |
| 2023-06-30 | $239k | 8.7k | 27.63 |
| 2023-03-31 | $248k | 9.4k | 26.30 |
| 2022-12-31 | $282k | 9.7k | 29.11 |
| 2022-09-30 | $297k | 9.2k | 32.19 |
| 2022-06-30 | $289k | 8.9k | 32.39 |