Who owns LITMAN GREGORY FDS TR?
- Ticker: BDVG
- CUSIP Number: 53700t751
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Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors | 144k | $1.6M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 33k | $377k | 47% | Mar 2024 |
|
| Orion Portfolio Solutions | 31k | $354k | 75% | Mar 2024 |
|
| Berkshire Asset Management | 15k | $157k | 0% | Dec 2023 |
|
| Susquehanna International | 12k | $140k | 100% | Mar 2024 |
|
| Advisor Group Holdings | 2.0k | $23k | 100% | Mar 2024 |
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