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Litman Gregory Fds Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (PCCE) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $653k 45k 14.42
2025-06-30 $607k 48k 12.79
2025-03-31 $523k 43k 12.07
2024-12-31 $453k 42k 10.87
2024-09-30 $521k 43k 12.03
2024-06-30 $499k 49k 10.09
2024-03-31 $456k 47k 9.74

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Top funds holding Litman Gregory Fds Tr

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