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Litman Gregory Fds Tr Polen shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions investment in Litman Gregory Fds Tr Polen

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr Polen held by Orion Portfolio 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $549k 55k 9.94

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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

View all funds holding Litman Gregory Fds Tr Polen