A&I Financial Services, LLC LITMAN GREGORY FDS TR Transaction History

A&I Financial Services, LLC

  • $211 Billion
  • Q4 2025
Number of Shares
127,506
Previous 121,481 4.96%
Holding current value
$1.16 Billion
Previous $1.14 Billion 1.69%
% of portfolio
0.55%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
6,025 Added 4.96%
127,506 $1.16 Billion
Q3 2025

Oct 23, 2025
BUY
N/A
5,052 Added 4.34%
121,481 $1.14 Billion
Q2 2025

Jul 14, 2025
BUY
N/A
6,923 Added 6.32%
116,429 $1.15 Billion
Q1 2025

May 01, 2025
BUY
N/A
9,252 Added 9.23%
109,506 $1.01 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
100,254 New
100,254 $915 Million
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