Litman Gregory FDS TRETF
13F holders, Q3 2024 (September 30)5holders
$10.50avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Litman Gregory FDS TR in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.6M), Orion Porfolio Solutions, LLC ($740K) and Orion Portfolio Solutions, LLC ($740K).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T710
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.5M |
| Exits | 0 | $0 |
Ownership 5 holders
| Envestnet Asset Management Inc. | 0.00% | New | 151,355 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 70,459 | $740K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 70,459 | $740K |
| Susquehanna International Group, LLP | 0.00% | New | 31,419 | $330K |
| Osaic Holdings, Inc. | 0.00% | New | 11,659 | $122K |
"% of holder's portfolio" is LITMAN GREGORY FDS TR's weight in each manager's 13F, not the share of Litman Gregory FDS TR the manager owns.