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Litman Gregory Fds Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Litman Gregory Fds Tr (PCCE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 4.2k 14.42
2025-06-30 $54k 4.2k 12.79
2024-12-31 $50k 4.6k 10.87
2024-09-30 $55k 4.6k 12.03

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Top funds holding Litman Gregory Fds Tr

Envestnet Asset Management
CLS Investments
Advisor Group Holdings

View all funds holding Litman Gregory Fds Tr