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BDVGBDVG
Showing 8 of 13 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in LITMAN GREGORY FDS TR

ENVESTNET ASSET MANAGEMENT INC holds 45,375 shares of BDVG (LITMAN GREGORY FDS TR), worth $647,321 as of 2026-Q2. The position was increased (+197.7% shares). BDVG represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$647,321

Current Shares

45,375

Total Value Change

+$234,196

Total Shares Change

+9,983

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,375
+197.7%
$647,3210.0%$14.27
39
2026-Q1
New
15,243
-
$199,0740.0%$13.66
32
2025-Q4
Exited
0
-100.0%
$00.0%$12.89
0
2025-Q3
Increased
23,108
+4.6%
$294,5510.0%$12.62
24
2025-Q2
Increased
22,095
+0.3%
$266,0240.0%$11.87
23
2025-Q1
Decreased
22,038
-49.5%
$258,5430.0%$11.44
0
2024-Q4
Increased
43,631
+23.3%
$500,2640.0%$11.21
29
2024-Q3
Increased
35,392
+6.5%
$413,1250.0%$11.33
25

Other major holders of BDVG: TRUIST FINANCIAL CORP, Waverly Advisors, LLC

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