Envestnet Asset Management Inc Litman Gregory Fds Tr Im Rba R Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$8.52 - $9.59 $76,373 - $85,964
-8,964 Reduced 9.18%
88,703 $832,000
Q3 2023

Nov 13, 2023
BUY
$8.79 - $9.44 $31,055 - $33,351
3,533 Added 3.75%
97,667 $861,000
Q2 2023

Aug 04, 2023
BUY
$8.98 - $9.3 $17,026 - $17,632
1,896 Added 2.06%
94,134 $869,000
Q1 2023

May 11, 2023
SELL
$0.0 - $9.39 $0 - $54,950
-5,852 Reduced 5.97%
92,238 $842,000
Q4 2022

Feb 07, 2023
SELL
$8.28 - $9.23 $260,472 - $290,357
-31,458 Reduced 24.28%
98,090 $870,000
Q3 2022

Nov 10, 2022
SELL
N/A
-23,047 Reduced 15.1%
129,548 $1.08 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-23,091 Reduced 13.14%
152,595 $1.36 Million
Q1 2022

May 04, 2022
BUY
N/A
175,686 New
175,686 $1.75 Million

About LITMAN GREGORY FDS TR IM RBA R

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