Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / POLEN CAP INTL G
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Number of holders
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11
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Total 13F shares, excl. options
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2,053,262
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Shares change
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-16,149
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Total reported value, excl. options
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$20,411,207
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Value change
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-$160,520
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Number of buys
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6
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Number of sells
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5
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Price
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$9.94
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) as of Q3 2024
As of 30 Sep 2024 LITMAN GREGORY FDS TR - POLEN CAP INTL G (PCIG) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,053,262 shares of stock of the company.
Largest 10 holders included Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, JANE STREET GROUP, LLC, Etesian Wealth Advisors, Inc., OSAIC HOLDINGS, INC., ORG Partners LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and BANK OF MONTREAL /CAN/.
This table shows 11 institutional shareholders of the security as of 30 Sep 2024.
| 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.