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Litman Gregory Fds Tr shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 38k 28.68
2023-12-31 $1.1M 44k 25.76

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Asa Gold And Precious Mtls L SHS (ASA)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Spdr Gold Tr Gold Shs (GLD)
Doubleline Opportunistic Cr (DBL)
Iron Mountain (IRM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Twelve Points Wealth Management

Top funds holding Litman Gregory Fds Tr

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