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Litman Gregory Fds Tr Polen shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Litman Gregory Fds Tr Polen

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All positions including Litman Gregory Fds Tr Polen 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 Polen by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 110k 9.94
2024-06-30 $1.1M 116k 9.61
2024-03-31 $1.1M 113k 10.00

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Top funds holding Litman Gregory Fds Tr Polen

Cambridge Investment Research Advisors
Envestnet Asset Management
Orion Portfolio Solutions
Jane Street
Etesian Wealth Advisors
Advisor Group Holdings
ORG Partners
Northwestern Mutual Wealth Management Company

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