Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.5K+ 20.35% |
$0 - $317K
|
68K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.8KNew |
$0 - $187K
|
6.8K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$0 - $27.6
|
2
$54.7
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$0 - $27.6
|
2
$54.7
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-53- 69.74% |
$0 - $1.46K
|
23
$629
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.27K- 45.65% |
$0 - $201K
|
8.66K
$237K
|