LITMAN GREGORY FDS TR

Ticker: DBMF CUSIP: 53700T827 Class: IMGP DBI MANAGED

Atria Investments, Inc's Holding History (CIK: 0001535865)

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

Q4 2025
Shares 119,401 Value ($000) $3,350 Avg Close Range
Q3 2025
Shares 112,463 Value ($000) $3,071 Avg Close Range
Q2 2025
Shares 115,102 Value ($000) $2,962 Avg Close Range
Q1 2025
Shares 120,137 Value ($000) $3,035 Avg Close Range
Q4 2024
Shares 180,842 Value ($000) $4,731 Avg Close Range
Q3 2024
Shares 11,911 Value ($000) $335 Avg Close Range
Q2 2024
Shares 11,209 Value ($000) $337 Avg Close Range
Q2 2022
Shares 39,847 Value ($000) $1,291 Avg Close Range