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Litman Gregory Fds Tr shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Litman Gregory Fds Tr (PCGG) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-06-30 $129k 11k 11.97
2025-03-31 $117k 11k 11.13
2024-12-31 $300k 26k 11.78