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BDVGBDVG
7 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in LITMAN GREGORY FDS TR

Aptus Capital Advisors, LLC holds 8,597 shares of BDVG (LITMAN GREGORY FDS TR), worth $122,645 as of 2026-Q2. The position was increased (+0.4% shares). BDVG represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$122,645

Current Shares

8,597

Total Value Change

+$60,620

Total Shares Change

+3,187

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,597
+0.4%
$122,6450.0%$14.27
22
2026-Q1
Increased
8,563
+0.3%
$111,8330.0%$13.66
22
2025-Q4
Increased
8,535
+0.5%
$109,3690.0%$12.89
22
2025-Q3
Increased
8,497
+5.5%
$108,3090.0%$12.62
23
2025-Q2
Increased
8,053
+20.0%
$96,9530.0%$11.87
26
2025-Q1
Increased
6,712
+24.1%
$78,7430.0%$11.44
26
2024-Q4
New
5,410
-
$62,0250.0%$11.21
29

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

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