Bridge Port Financial Solutions, LLC LITMAN GREGORY FDS TR Transaction History

Bridge Port Financial Solutions, LLC

  • $372 Billion
  • Q4 2025
Number of Shares
20,739
Previous 27,240 23.87%
Holding current value
$189 Million
Previous $255 Million 25.9%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Jan 16, 2026
SELL
N/A
-6,501 Reduced 23.87%
20,739 $189 Million
Q3 2025

Nov 06, 2025
SELL
N/A
-3,091 Reduced 10.19%
27,240 $255 Million
Q2 2025

Jul 22, 2025
BUY
N/A
133 Added 0.44%
30,331 $299 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-13,206 Reduced 30.43%
30,198 $278 Million
Q4 2024

Feb 28, 2025
BUY
N/A
43,404 New
43,404 $418 Million
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