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BDVGBDVG
3 quarters

Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in LITMAN GREGORY FDS TR

TRUIST FINANCIAL CORP holds 233,615 shares of BDVG (LITMAN GREGORY FDS TR), worth $3.3M as of 2026-Q2. This is a new position. BDVG represents 0.0% of TRUIST FINANCIAL CORP's portfolio.

Current Value

$3.3M

Current Shares

233,615

Total Value Change

+$3.1M

Total Shares Change

+214,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
233,615
-
$3.3M0.0%$14.27
37
2025-Q1
Exited
0
-100.0%
$00.0%$11.44
0
2024-Q4
New
19,208
-
$220,2370.0%$11.21
32

Other major holders of BDVG: Waverly Advisors, LLC

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