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Litman Gregory Fds Tr shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $835k 29k 28.68
2023-12-31 $1.2M 47k 25.76
2023-09-30 $767k 27k 28.90
2023-06-30 $587k 21k 27.63
2023-03-31 $866k 33k 26.30

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View all positions for Wealth Enhancement Advisory Services

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