Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / iMGP Berkshire Dividend Growth ETF
-
Shares outstanding
-
674,873
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Number of holders
-
10
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Total 13F shares, excl. options
-
633,319
-
Shares change
-
+62,434
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Total reported value, excl. options
-
$5,306,321
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Value change
-
+$714,714
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Number of buys
-
6
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Number of sells
-
3
-
Price
-
$11.47
Institutional Holders of LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) as of Q4 2024
As of 31 Dec 2024 LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF (BDVG) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 633,319 shares of stock of the company.
Largest 10 holders included Cambridge Investment Research Advisors, Inc., RE Dickinson Investment Advisors, LLC, BERKSHIRE ASSET MANAGEMENT LLC/PA, ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, TRUIST FINANCIAL CORP, Aptus Capital Advisors, LLC, GUARDIAN WEALTH ADVISORS, LLC / NC, and OSAIC HOLDINGS, INC..
This table shows 10 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.