LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG)

Historical Holders from Q1 2024 to Q1 2025

Symbol
PCIG
CUSIP
53700T736
Type / Class
Equity / POLEN CAP INTL G
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
2.19M
Holdings value
$20M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
16
Number of buys
8
Number of sells
-7
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 0 $0 -$10.7K 0
2024 Q4 2.19M $20M +$430K $9.13 16
2024 Q3 2M $19.9M -$153K $9.94 10
2024 Q2 2.01M $19.3M -$58.4K $9.61 7
2024 Q1 2.02M $20.2M +$20.2M $10.00 4