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Litman Gregory Fds Tr shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9M 163k 30.06
2024-03-31 $4.4M 153k 28.68
2023-09-30 $1.2M 41k 28.90
2023-06-30 $1.4M 51k 27.63
2023-03-31 $973k 37k 26.30
2022-12-31 $719k 25k 29.11

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View all positions for Cetera Investment Advisers

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