Litman Gregory FDS TRETF
13F holders, Q1 2024 (March 31)3holders
$9.74avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Litman Gregory FDS TR in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($456K), Jane Street Group, LLC ($374K) and UBS Group AG ($370).
- Company
- Litman Gregory FDS TR
- CUSIP
- 53700T728
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $830K |
| Exits | 0 | $0 |
Ownership 3 holders
| Envestnet Asset Management Inc. | 0.00% | New | 46,842 | $456K |
| Jane Street Group, LLC | 0.00% | New | 38,365 | $374K |
| UBS Group AG | 0.00% | New | 38 | $370 |
"% 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.