Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / POLEN CAPITAL GL
-
Total 13F shares
-
13,088,723
-
Share change
-
+1,225,794
-
Total reported value
-
$154,199,933
-
Price per share
-
$11.78
-
Number of holders
-
8
-
Value change
-
+$14,414,708
-
Number of buys
-
6
-
Number of sells
-
4
Institutional Holders of LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) as of Q4 2024
As of 31 Dec 2024 LITMAN GREGORY FDS TR - POLEN CAPITAL GL (PCGG) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 13,088,723 shares of stock of the company.
Largest 8 holders included HANTZ FINANCIAL SERVICES, INC., BANK OF MONTREAL /CAN/, JANE STREET GROUP, LLC, Dash Acquisitions Inc., Aptus Capital Advisors, LLC, ORG Partners LLC, GUARDIAN WEALTH ADVISORS, LLC / NC, and UBS Group AG.
This table shows 8 institutional shareholders of the security as of 31 Dec 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.