Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / iMGP Berkshire Dividend Growth ETF
-
Shares outstanding
-
674,873
-
Total 13F shares
-
610,253
-
Share change
-
+62,782
-
Total reported value
-
$5,041,853
-
Price per share
-
$11.47
-
Number of holders
-
9
-
Value change
-
+$718,705
-
Number of buys
-
6
-
Number of sells
-
2
Institutional Holders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2024
As of 31 Dec 2024,
LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
610,253 shares.
The largest 10 holders included
Cambridge Investment Research Advisors, Inc., RE Dickinson Investment Advisors, LLC, BERKSHIRE ASSET MANAGEMENT LLC/PA, ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, TRUIST FINANCIAL CORP, GUARDIAN WEALTH ADVISORS, LLC / NC, Aptus Capital Advisors, LLC, and OSAIC HOLDINGS, INC..
This page lists
10
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.