Arete Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,727 shares of DBMF stock, worth $386,878. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,727
Previous 19,529 24.59%
Holding current value
$386,878
Previous $548,000 29.74%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$26.01 - $28.19 $124,900 - $135,368
-4,802 Reduced 24.59%
14,727 $385,000
Q3 2024

Nov 14, 2024
SELL
$26.82 - $30.58 $62,544 - $71,312
-2,332 Reduced 10.67%
19,529 $548,000
Q2 2024

Aug 13, 2024
SELL
$28.55 - $30.21 $59,869 - $63,350
-2,097 Reduced 8.75%
21,861 $657,000
Q1 2024

May 15, 2024
BUY
$25.76 - $28.68 $413,422 - $460,285
16,049 Added 202.92%
23,958 $687,000
Q4 2023

Feb 14, 2024
BUY
$25.76 - $29.16 $203,735 - $230,626
7,909 New
7,909 $203,000
Q2 2023

Aug 09, 2023
BUY
$25.84 - $27.71 $214,782 - $230,325
8,312 New
8,312 $230,000

Others Institutions Holding DBMF

# of Institutions
208
Shares Held
37.7M
Call Options Held
4.1K
Put Options Held
800
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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