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Litman Gregory Fds Tr shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $648k 23k 28.12

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Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Naviter Wealth
Cardinal Point Capital Management, ULC
Goldstein Advisors
Northwestern Mutual Wealth Management Company
Litman Gregory Asset Management
Morgan Stanley
Summit Wealth & Retirement Planning
ValMark Advisers
Family Investment Center
LPL Financial
Resources Investment Advisors
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr