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Litman Gregory Fds Tr shares owned by LFA - Lugano Financial Advisors SA

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

Historical chart of LFA - Lugano Financial Advisors SA investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 9.6k 28.13
2024-06-30 $289k 9.6k 30.06

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View all positions for LFA - Lugano Financial Advisors SA

Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Summit Wealth & Retirement Planning
ValMark Advisers
Family Investment Center
Savant Capital Management
ALM First Financial Advisors
Sage Private Wealth Group
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr