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Litman Gregory Fds Tr shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $999 30 33.33

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View all positions for Sage Private Wealth Group

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