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Litman Gregory Fds Tr shares owned by Strategic Wealth Partners

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

Historical chart of Strategic 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 Strategic 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $389k 15k 26.30

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View all positions for Strategic Wealth Partners

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
ValMark Advisers
Litman Gregory Asset Management
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