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Litman Gregory Fds Tr shares owned by New York Life Investment Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by New York Life Investment Management from 13F filings

Historical chart of New York Life Investment Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by New York Life Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by New York Life Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 168k 28.68

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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