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Litman Gregory Fds Tr shares owned by Avestar Capital

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Avestar Capital from 13F filings

Historical chart of Avestar Capital investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Avestar Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 167k 28.68
2023-03-31 $293k 11k 26.30
2022-12-31 $5.5M 184k 30.08
2022-09-30 $2.2M 66k 33.94

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Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
Miracle Mile Advisors
Envestnet Asset Management
Naviter Wealth
CWM
Goldstein Advisors
Cardinal Point Capital Management, ULC
Northwestern Mutual Wealth Management Company
ValMark Advisers
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Family Investment Center
Resources Investment Advisors
Advisor Group Holdings

View all funds holding Litman Gregory Fds Tr