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Litman Gregory Fds Tr shares owned by Steward Partners Investment Solutions

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

Historical chart of Steward Partners Investment Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Steward Partners Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 7.5k 28.68

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
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
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr