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Litman Gregory Fds Tr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust 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 Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 61k 25.76
2023-09-30 $2.0M 70k 28.90
2023-06-30 $1.9M 70k 27.63

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View all positions for Captrust 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