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Litman Gregory Fds Tr shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 90k 28.90
2023-06-30 $3.3M 118k 27.63
2023-03-31 $3.4M 128k 26.30

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View all positions for Equitable Holdings

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
ValMark Advisers
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Family Investment Center
Advisor Group Holdings
Jpmorgan Chase & Co
Savant Capital Management
ALM First Financial Advisors
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr