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Litman Gregory Fds Tr shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Litman Gregory Fds Tr (IRBA) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $525k 56k 9.36
2023-09-30 $588k 67k 8.83
2023-06-30 $659k 71k 9.24
2023-03-31 $698k 76k 9.13
2022-12-31 $713k 80k 8.87
2022-09-30 $682k 82k 8.31
2022-06-30 $731k 82k 8.89

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Top funds holding Litman Gregory Fds Tr

Orion Portfolio Solutions
Susquehanna International
Citadel Advisors
AdvisorNet Financial
UBS Group

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