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Litman Gregory Fds Tr shares owned by ProVise Management Group

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $341k 12k 27.63
2023-03-31 $346k 13k 26.30
2022-12-31 $442k 15k 29.11

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Rockland Trust
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr