Cambridge Investment Research Advisors, Inc. LITMAN GREGORY FDS TR POLEN Transaction History

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Number of Shares
1,710,419
Previous 1,755,968 2.59%
Holding current value
$15.7 Million
Previous $16 Million 1.9%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
N/A
-45,549 Reduced 2.59%
1,710,419 $15.7 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-19,234 Reduced 1.08%
1,755,968 $16 Million
Q3 2024

Oct 28, 2024
SELL
N/A
-29,880 Reduced 1.66%
1,775,202 $17.6 Million
Q2 2024

Jul 26, 2024
SELL
N/A
-81,229 Reduced 4.31%
1,805,082 $17.3 Million
Q1 2024

Apr 24, 2024
BUY
N/A
1,886,311 New
1,886,311 $18.9 Million
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