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Litman Gregory Fds Tr shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $924k 35k 26.16
2024-09-30 $1.1M 38k 28.13
2024-06-30 $1.4M 45k 30.06

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Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Morgan Stanley
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Envestnet Asset Management
Parcion Private Wealth
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Wells Fargo & Company
Commonwealth Equity Services
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr