Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
963,497
-
Share change
-
+149,997
-
Total reported value
-
$24,844,000
-
Price per share
-
$25.79
-
Number of holders
-
14
-
Value change
-
+$3,847,478
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2021
As of 31 Dec 2021,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
963,497 shares.
The largest 10 holders included
Valmark Advisers, Inc., Private Advisor Group, LLC, Litman Gregory Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Cambria Investment Management, L.P., Cambridge Investment Research Advisors, Inc., Orion Portfolio Solutions, LLC, Betterment LLC, and Janney Montgomery Scott LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2021 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.