PCIG LITMAN GREGORY FDS TR

Ownership history in CITADEL ADVISORS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in LITMAN GREGORY FDS TR (PCIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,750 +13,677 +113.3% 0.00% $235K $9.11
2025 Q3 REDUCED 12,073 -1,732 -12.5% 0.00% $113K $9.35
2025 Q2 REDUCED 13,805 -13,803 -50.0% 0.00% $136K $9.85
2025 Q1 ADDED 27,608 +8,172 +42.0% 0.00% $254K $9.18
2024 Q1 INITIATED 19,436 0.00% $194K
% of Fund (quarterly)    PCIG price (monthly, adj. close)
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