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Litman Gregory Fds Tr shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $346k 12k 28.68

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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