LITMAN GREGORY FDS TR

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

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 10,768 Value ($000) $302 Avg Close Range
Q3 2025
Shares 12,299 Value ($000) $336 Avg Close Range
Q2 2025
Shares 12,985 Value ($000) $334 Avg Close Range
Q1 2025
Shares 12,902 Value ($000) $326 Avg Close Range
Q4 2024
Shares 22,083 Value ($000) $578 Avg Close Range
Q3 2024
Shares 16 Value ($000) $0 Avg Close Range
Q2 2024
Shares 68,991 Value ($000) $2,074 Avg Close Range
Q1 2024
Shares 35,916 Value ($000) $1,030 Avg Close Range
Q4 2023
Shares 2,825 Value ($000) $0 Avg Close Range
Q3 2023
Shares 2,568 Value ($000) $0 Avg Close Range
Q2 2023
Shares 4,911 Value ($000) $0 Avg Close Range