Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / POLEN CAP CHINA
-
Total 13F shares
-
73,193
-
Share change
-
-1,518
-
Total reported value
-
$795,847
-
Price per share
-
$10.87
-
Number of holders
-
5
-
Value change
-
-$16,568
-
Number of buys
-
1
-
Number of sells
-
4
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP CHINA (PCCE) as of Q4 2024
As of 31 Dec 2024,
LITMAN GREGORY FDS TR - POLEN CAP CHINA (PCCE) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
73,193 shares.
The largest 6 holders included
ENVESTNET ASSET MANAGEMENT INC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, OSAIC HOLDINGS, INC., Kozak & Associates, Inc., and UBS Group AG.
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.