A&I Financial Services, LLC LITMAN GREGORY FDS TR Transaction History

A&I Financial Services, LLC

  • $177 Billion
  • Q2 2025
Number of Shares
116,429
Previous 109,506 6.32%
Holding current value
$1.15 Billion
Previous $1.01 Billion 14.01%
% of portfolio
0.65%
Previous 0.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
6,923 Added 6.32%
116,429 $1.15 Billion
Q1 2025

May 01, 2025
BUY
N/A
9,252 Added 9.23%
109,506 $1.01 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
100,254 New
100,254 $915 Million
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