Tria Gen Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Tria Gen Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.61 - $25.89 $231,260 - $243,288	9,397 Added 11.88%	88,500 $2.28 Million
Q1 2025 May 13, 2025	BUY	$24.88 - $26.85 $455,478 - $491,542	18,307 Added 30.11%	79,103 $2 Million
Q4 2024 Jan 23, 2025	BUY	$26.01 - $28.19 $159,259 - $172,607	6,123 Added 11.2%	60,796 $1.59 Million
Q3 2024 Oct 18, 2024	BUY	$26.82 - $30.58 $294,027 - $335,248	10,963 Added 25.08%	54,673 $1.54 Million
Q2 2024 Jul 18, 2024	BUY	$28.55 - $30.21 $535,255 - $566,377	18,748 Added 75.11%	43,710 $1.31 Million

Q1 2024 Apr 23, 2024	BUY	$25.76 - $28.68 $643,021 - $715,910	24,962 New	24,962 $715,000

216

43.3M

10.4K

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