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Litman Gregory Fds Tr shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $47M 1.7M 28.13
2024-06-30 $49M 1.6M 30.06
2024-03-31 $43M 1.5M 28.68
2023-12-31 $6.8M 262k 25.76
2023-09-30 $31M 1.1M 28.90
2023-06-30 $26M 943k 27.63
2023-03-31 $9.2M 350k 26.30
2022-12-31 $22M 757k 28.45