Who owns LITMAN GREGORY FDS TR?
- Ticker: IRBA
- CUSIP Number: 53700t793
Tip: Access positions for across all investors
Analyze quarterly positions in Litman Gregory Fds Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Litman Gregory Fds Tr stock
Who bought or sold LITMAN GREGORY FDS TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Orion Portfolio Solutions | 56k | $525k | -16% | Dec 2023 |
|
Citadel Advisors | 21k | $200k | 100% | Dec 2023 |
|
AdvisorNet Financial | 9.5k | $91k | 84% | Mar 2024 |
|
UBS Group | 522.00 | $4.9k | 2273% | Dec 2023 |
|
Who sold out of Litman Gregory Fds Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cambridge Investment Research Advisors | Dec 2023 | 422k | $4.0M |
Advisor Group Holdings | Sep 2023 | 2.1k | $18k |