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Litman Gregory Fds Tr shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $267k 10k 26.16

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View all positions for Genesis Wealth Advisors

Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Morgan Stanley
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Envestnet Asset Management
Parcion Private Wealth
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Wells Fargo & Company
Commonwealth Equity Services
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr