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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 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 21,381 shares of DBMF stock, worth $539,228. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,381
Previous 35,169 39.2%
Holding current value
$539,228
Previous $920,000 41.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
213
Shares Held
36.2M
Call Options Held
23.1K
Put Options Held
11.1K
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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