LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG)

Historical Holders from Q3 2023 to Q4 2024

Symbol
PCGG
CUSIP
53700T744
Type / Class
Equity / POLEN CAPITAL GL
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
13.1M
Holdings value
$154M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
8
Number of buys
6
Number of sells
-4
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 CAPITAL GL (PCGG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 13.1M $154M +$14.4M $11.78 8
2024 Q3 11.9M $136M +$21.1M $11.48 8
2024 Q2 10M $111M +$29.7M $11.11 7
2024 Q1 7.35M $83.2M +$4.35M $11.32 7
2023 Q4 95.7K $1M +$1M $10.48 4
2023 Q3 80 $752 +$752 $9.40 1