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

Ethos Financial Group, LLC

$528 Million
Q3 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 19,935 shares of DBMF stock, worth $539,042. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,935

Previous 17,662 12.87%

Holding current value

$539,042

Previous $529,000 5.86%

% of portfolio

0.11%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

174

Shares Held

26.3M

Call Options Held

1.9K

Put Options Held

6.2K

View Full List

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