Ae Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Ae Wealth Management LLC holds 25,986 shares of DBMF stock, worth $737,482. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,986
Previous 21,381 21.54%
Holding current value
$737,482
Previous $540,000 23.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$24.61 - $25.89 $113,329 - $119,223
4,605 Added 21.54%
25,986 $668,000
Q1 2025

May 06, 2025
SELL
$24.88 - $26.85 $343,045 - $370,207
-13,788 Reduced 39.2%
21,381 $540,000
Q4 2024

Feb 13, 2025
BUY
$26.01 - $28.19 $914,745 - $991,414
35,169 New
35,169 $920,000
Q4 2023

Feb 14, 2024
BUY
$25.76 - $29.16 $3.47 Million - $3.92 Million
134,592 Added 667.59%
154,753 $3.99 Million
Q3 2023

Oct 11, 2023
BUY
$27.07 - $28.93 $545,758 - $583,257
20,161 New
20,161 $582,000
Q4 2022

Jan 31, 2023
BUY
$29.03 - $34.79 $941,588 - $1.13 Million
32,435 New
32,435 $944,000

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
35.3M
Call Options Held
18.2K
Put Options Held
0
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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