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Litman Gregory Fds Tr shares owned by Advisor Group Holdings

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

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

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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 $121k 11k 11.13
2025-06-30 $118k 11k 10.84
2024-12-31 $117k 12k 10.04
2024-09-30 $123k 12k 10.50

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Top funds holding Litman Gregory Fds Tr

Envestnet Asset Management
CLS Investments
Susquehanna International
Advisor Group Holdings
UBS Group

View all funds holding Litman Gregory Fds Tr