Litman Gregory Fds Tr shares owned by CWM
Historical chart of CWM investment in Litman Gregory Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Litman Gregory Fds Tr held by CWM 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 CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 182k | 27.31 |
| 2025-06-30 | $5.0M | 194k | 25.73 |
| 2025-03-31 | $70M | 2.8M | 25.26 |
| 2024-12-31 | $65M | 2.5M | 26.16 |
| 2024-09-30 | $57M | 2.0M | 28.13 |
| 2024-06-30 | $43M | 1.4M | 30.06 |
| 2024-03-31 | $35M | 1.2M | 28.68 |
| 2023-12-31 | $27M | 1.0M | 25.76 |
| 2023-09-30 | $7.7M | 268k | 28.90 |
| 2023-06-30 | $7.1M | 257k | 27.63 |
| 2023-03-31 | $5.6M | 212k | 26.30 |
| 2022-12-31 | $5.4M | 185k | 29.11 |