Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / POLEN CAP INTL G
-
Total 13F shares
-
1,998,091
-
Share change
-
-15,415
-
Total reported value
-
$19,862,752
-
Price per share
-
$9.94
-
Number of holders
-
10
-
Value change
-
-$153,222
-
Number of buys
-
6
-
Number of sells
-
4
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) as of Q3 2024
As of 30 Sep 2024,
LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,998,091 shares.
The largest 10 holders included
Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, JANE STREET GROUP, LLC, Etesian Wealth Advisors, Inc., OSAIC HOLDINGS, INC., ORG Partners LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and BANK OF MONTREAL /CAN/.
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 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.