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Litman Gregory Fds Tr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $338k 11k 30.06
2023-09-30 $268k 9.3k 28.90
2023-06-30 $258k 9.3k 27.63
2023-03-31 $336k 13k 26.30
2022-12-31 $1.2M 41k 29.11

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Amazon (AMZN)

View all positions for H D Vest Advisory Services

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