LITMAN GREGORY FDS TR

Ticker: BDVG CUSIP: 53700T751 Class: IMGP BERKSHIRE

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 23,108 Value ($000) $295 Avg Close — Range —
Q2 2025
Shares 22,095 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 22,038 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 43,631 Value ($000) $500 Avg Close — Range —
Q3 2024
Shares 35,392 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 33,223 Value ($000) $366 Avg Close — Range —
Q1 2024
Shares 33,285 Value ($000) $377 Avg Close — Range —
Q4 2023
Shares 22,160 Value ($000) $231 Avg Close — Range —
Q3 2023
Shares 22,587 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 15,639 Value ($000) $160 Avg Close — Range —