Litman Gregory Wealth Management LLC - MANAGER DIRECTED PORTFOLIOS ownership

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of MANAGER DIRECTED PORTFOLIOS
ValueSharesWeighting
Q2 2023$2,068,108
+29.5%
77,515
+24.0%
0.26%
+15.7%
Q4 2022$1,597,258
+8.1%
62,515
+8.3%
0.22%
-5.5%
Q3 2022$1,478,000
+47.9%
57,730
+49.8%
0.24%
+60.5%
Q2 2022$999,00038,5300.15%
Other shareholders

There were no reported owners of MANAGER DIRECTED PORTFOLIOS in Q3 2023.

NameSharesValueWeighting ↓
View complete list of MANAGER DIRECTED PORTFOLIOS shareholders