Purchases and Sales Made in Q1 2023 in Litman Gregory Fds Tr Imgp Dbi (DBEH)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBEH) during Q1 2023. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
217KNew |
$5.47M - $5.71M
|
217K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
581+ 62.74% |
$14.7K - $15.3K
|
1.51K
$41.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|