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Litman Gregory Fds Tr Polen shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Litman Gregory Fds Tr Polen

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All positions including Litman Gregory Fds Tr Polen held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr Polen by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 27k 9.36
2025-06-30 $299k 30k 9.86
2025-03-31 $278k 30k 9.19
2024-12-31 $418k 43k 9.62

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View all positions for BridgePort Financial Solutions

Top funds holding Litman Gregory Fds Tr Polen

Cambridge Investment Research Advisors
AI Financial Services
Envestnet Asset Management
CLS Investments
BridgePort Financial Solutions
Susquehanna International
Smart Portfolios
Insight Advisors, LLC/ PA
Jane Street
Citadel Advisors
Advisor Group Holdings
Bank Of Montreal
UBS Group
Aptus Capital Advisors

View all funds holding Litman Gregory Fds Tr Polen