Bridge Port Financial Solutions, LLC LITMAN GREGORY FDS TR Transaction History

Bridge Port Financial Solutions, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
30,331
Previous 30,198 0.44%
Holding current value
$299 Million
Previous $278 Million 7.71%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Jul 22, 2025
BUY
N/A
133 Added 0.44%
30,331 $299 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-13,206 Reduced 30.43%
30,198 $278 Million
Q4 2024

Feb 28, 2025
BUY
N/A
43,404 New
43,404 $418 Million
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