Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$419K - $437K
|
15.9K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
11.7K+ 4.92% |
$307K - $321K
|
249K
$6.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$26.3 - $27.4
|
1
$27.3
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-107- 58.47% |
$2.81K - $2.93K
|
76
$2.08K
|