Back to OP Orion Porfolio Solutions, LLC

PCPCCE
9 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in LITMAN GREGORY FDS TR

Orion Porfolio Solutions, LLC holds 19,451 shares of PCCE (LITMAN GREGORY FDS TR), worth $242,046 as of 2026-Q2. The position was decreased (-5.9% shares). PCCE represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$242,046

Current Shares

19,451

Total Value Change

-$28,254

Total Shares Change

-7,326

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
19,451
-5.9%
$242,0460.0%$12.44
0
2026-Q1
Decreased
20,676
-9.3%
$252,4150.0%$12.48
0
2025-Q4
Decreased
22,807
-1.6%
$298,4230.0%$13.21
0
2025-Q3
Decreased
23,177
-1.8%
$334,0970.0%$14.07
0
2025-Q2
Decreased
23,594
-5.5%
$301,8050.0%$12.50
0
2025-Q1
Decreased
24,957
-5.4%
$301,3480.0%$11.88
0
2024-Q4
Decreased
26,376
-0.8%
$286,8150.0%$10.71
0
2024-Q3
Decreased
26,577
-0.8%
$319,7210.0%$11.43
0
2024-Q2
New
26,777
-
$270,3000.0%$9.69
32

Other major holders of PCCE: ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used