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Litman Gregory Fds Tr shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by VitalStone Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 11k 28.64

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View all positions for VitalStone Financial

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