Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
4,836,691
-
Share change
-
+3,220,937
-
Total reported value
-
$156,671,000
-
Price per share
-
$32.40
-
Number of holders
-
47
-
Value change
-
+$104,431,028
-
Number of buys
-
42
-
Number of sells
-
5
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q2 2022
As of 30 Jun 2022,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,836,691 shares.
The largest 10 holders included
Valmark Advisers, Inc., R. W. Roge & Company, Inc., Cambridge Investment Research Advisors, Inc., Integrated Advisors Network LLC, Litman Gregory Wealth Management LLC, GREAT VALLEY ADVISOR GROUP, INC., Cambria Investment Management, L.P., Fermata Advisors, LLC, LPL Financial LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q2 2022 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.