Litman Gregory Wealth Management LLC Flexshares Tr Morningstar Glob Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$39.73 - $47.76 $210,410 - $252,936	-5,296 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$36.93 - $39.75 $195,581 - $210,516	5,296 New	5,296 $209,000
Q3 2021 Nov 03, 2021	SELL	$35.13 - $38.54 $9,485 - $10,405	-270 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$36.54 - $40.43 $158,291 - $175,142	-4,332 Reduced 94.13%	270 $270,000
Q1 2021 May 10, 2021	SELL	$33.01 - $37.84 $2.56 Million - $2.94 Million	-77,695 Reduced 94.41%	4,602 $167,000
Q4 2020 Feb 05, 2021	BUY	$26.49 - $33.29 $1,086 - $1,364	41 Added 0.05%	82,297 $2.68 Million
Q2 2020 Jul 31, 2020	SELL	$22.02 - $30.18 $243,673 - $333,971	-11,066 Reduced 11.86%	82,256 $2.27 Million
Q1 2020 Apr 28, 2020	SELL	$19.16 - $33.67 $7,759 - $13,636	-405 Reduced 0.43%	93,322 $2.1 Million
Q4 2019 Jan 30, 2020	BUY	$30.06 - $33.53 $44,999 - $50,194	1,497 Added 1.62%	93,727 $3.14 Million
Q3 2019 Nov 06, 2019	BUY	$29.81 - $33.14 $154,892 - $172,195	5,196 Added 5.97%	92,230 $2.87 Million
Q2 2019 Jul 31, 2019	BUY	$30.71 - $33.78 $36,391 - $40,029	1,185 Added 1.38%	87,034 $2.87 Million
Q1 2019 Apr 30, 2019	BUY	$29.0 - $33.07 $224,344 - $255,829	7,736 Added 9.9%	85,849 $2.81 Million
Q4 2018 Feb 01, 2019	BUY	$28.13 - $34.18 $344,254 - $418,294	12,238 Added 18.58%	78,113 $2.29 Million
Q3 2018 Nov 15, 2018	BUY	$31.97 - $34.39 $2 Million - $2.15 Million	62,619 Added 1923.19%	65,875 $2.23 Million
Q3 2017 Nov 09, 2017	BUY	$31.0 - $31.15 $100,936 - $101,424	3,256	3,256 $101,000

Others Institutions Holding GUNR

# of Institutions

306

Shares Held

116M

Call Options Held

0

Put Options Held

0

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