Ethos Financial Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Ethos Financial Group, LLC holds 21,020 shares of DBMF stock, worth $555,558. This represents 0.08% of its overall portfolio holdings.

Number of Shares

21,020

Previous 19,935 5.44%

Holding current value

$555,558

Previous $560,000 1.96%

% of portfolio

0.08%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$26.01 - $28.19 $28,220 - $30,586	1,085 Added 5.44%	21,020 $549,000
Q3 2024 Nov 07, 2024	BUY	$26.82 - $30.58 $60,961 - $69,508	2,273 Added 12.87%	19,935 $560,000
Q2 2024 Aug 12, 2024	SELL	$28.55 - $30.21 $33,945 - $35,919	-1,189 Reduced 6.31%	17,662 $529,000
Q1 2024 May 08, 2024	SELL	$25.76 - $28.68 $92,169 - $102,617	-3,578 Reduced 15.95%	18,851 $539,000
Q4 2023 Feb 07, 2024	SELL	$25.76 - $29.16 $7.45 Million - $8.43 Million	-289,218 Reduced 92.8%	22,429 $576,000
Q3 2023 Nov 13, 2023	SELL	$27.07 - $28.93 $1.3 Million - $1.39 Million	-48,122 Reduced 13.38%	311,647 $9.01 Million
Q1 2023 Apr 20, 2023	SELL	$25.7 - $29.04 $1.74 Million - $1.97 Million	-67,847 Reduced 15.87%	359,769 $9.46 Million
Q4 2022 Feb 09, 2023	BUY	$29.03 - $34.79 $12.4 Million - $14.9 Million	427,616 New	427,616 $12.4 Billion

Others Institutions Holding DBMF

# of Institutions

203

Shares Held

36.7M

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Ethos Financial Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History