Litman Gregory Wealth Management LLC's ownership history for CGDV

Litman Gregory Wealth Management LLC currently holds 34.6K shares with a market value of $1.5M. It started holding CGDV on 2024-09-30. At its peak, it held 36.8K shares on 2024-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 32.1K shares on 2025-06-30, with a value of $1.3M on 2025-03-31. In the recent 180 days, Litman Gregory Wealth Management LLC has increased its shares by 2.5K. In the recent year, Litman Gregory Wealth Management LLC has decreased its shares by 2.2K.