Purchases and Sales Made in Q3 2023 in Litman Gregory Fds Tr Im Rba R (IRBA)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Im Rba R (IRBA) during Q3 2023. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IM RBA R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.53K+ 3.75% |
$31.1K - $33.4K
|
97.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.6K+ 103.01% |
$22.9K - $24.5K
|
5.12K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8- 26.67% |
$70.3 - $75.5
|
22
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44- 0.12% |
$387 - $415
|
35.3K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.69K- 6.58% |
$41.3K - $44.3K
|
66.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.05K- 1.66% |
$70.7K - $76K
|
476K
$0
|