Who owns LITMAN GREGORY FDS TR?
- Ticker: PCCE
- CUSIP Number: 53700t728
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold LITMAN GREGORY FDS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 43k | $521k | -12% | Sep 2024 |
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Orion Portfolio Solutions | 27k | $320k | 100% | Sep 2024 |
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Advisor Group Holdings | 4.6k | $55k | 100% | Sep 2024 |
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Who sold out of Litman Gregory Fds Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Jun 2024 | 11k | $110k |