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Litman Gregory Fds Tr shares owned by CLS Investments

Quarter-by-quarter ownership of Litman Gregory Fds Tr (PCEM) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $699k 63k 11.13
2025-06-30 $692k 64k 10.84
2025-03-31 $641k 67k 9.51
2024-12-31 $713k 71k 10.04
2024-09-30 $740k 71k 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