Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / POLEN CAP INTL G
-
Total 13F shares
-
2,188,856
-
Share change
-
+47,107
-
Total reported value
-
$20,005,741
-
Price per share
-
$9.13
-
Number of holders
-
16
-
Value change
-
+$429,713
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) as of Q4 2024
As of 31 Dec 2024,
LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,188,856 shares.
The largest 10 holders included
Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, A&I FINANCIAL SERVICES, LLC, JANE STREET GROUP, LLC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, BridgePort Financial Solutions, LLC, Smart Portfolios, LLC, Etesian Wealth Advisors, Inc., and OSAIC HOLDINGS, INC..
This page lists
17
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.