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Litman Gregory Fds Tr shares owned by Hobbs Group Advisors

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

Historical chart of Hobbs Group 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 Hobbs Group 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 Hobbs Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $164k 5.8k 28.13
2024-06-30 $180k 6.0k 30.06
2023-12-31 $12k 448 25.74

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View all positions for Hobbs Group 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