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Litman Gregory Fds Tr shares owned by Legend Financial Advisors

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

Historical chart of Legend Financial 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 Legend Financial 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 Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $717 25 28.68
2023-12-31 $1.5k 60 25.77
2023-09-30 $1.7k 60 28.90
2023-06-30 $1.3k 47 27.64
2023-03-31 $315 12 26.33
2022-12-31 $348 12 29.08

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View all positions for Legend Financial Advisors

Top funds holding Litman Gregory Fds Tr

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

View all funds holding Litman Gregory Fds Tr