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Litman Gregory Fds Tr shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Litman Gregory Fds Tr

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Quarterly reported holdings in Litman Gregory Fds Tr by Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 7.5k 30.39

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View all positions for Symphony Financial

Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr