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

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Number of Shares
1,657,059
Previous 1,710,419 3.12%
Holding current value
$16.3 Million
Previous $15.7 Million 3.89%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 31, 2025
SELL
N/A
-53,360 Reduced 3.12%
1,657,059 $16.3 Million
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
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email