Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
77.5KNew |
$2.03M - $2.13M
|
77.5K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.06K+ 0.92% |
$54.1K - $56.6K
|
225K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53KNew |
$40.1K - $42K
|
1.53K
$41.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
844New |
$22.1K - $23.2K
|
844
$23.1K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
814New |
$21.4K - $22.4K
|
814
$22.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|