Atria Wealth Solutions, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,332 shares of DBMF stock, worth $271,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,332

Previous 9,230 1.11%

Holding current value

$271,841

Previous $264,000 6.06%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$28.55 - $30.21 $2,912 - $3,081	102 Added 1.11%	9,332 $280,000
Q1 2024 May 13, 2024	BUY	$25.76 - $28.68 $20,350 - $22,657	790 Added 9.36%	9,230 $264,000
Q4 2023 Feb 02, 2024	SELL	$25.76 - $29.16 $5,770 - $6,531	-224 Reduced 2.59%	8,440 $217,000
Q3 2023 Nov 08, 2023	BUY	$27.07 - $28.93 $351 - $376	13 Added 0.15%	8,664 $250,000
Q2 2023 Aug 03, 2023	SELL	$25.84 - $27.71 $26,330 - $28,236	-1,019 Reduced 10.54%	8,651 $239,000

Q1 2023 Aug 22, 2023	BUY	$25.7 - $29.04 $20,046 - $22,651	780 Added 9.02%	9,431 $248,000
Q1 2023 Jun 14, 2023	BUY	$25.7 - $29.04 $6,142 - $6,940	239 Added 2.53%	9,670 $254,000
Q1 2023 May 10, 2023	SELL	$25.7 - $29.04 $6,142 - $6,940	-239 Reduced 2.47%	9,431 $248,000
Q4 2022 Aug 30, 2023	BUY	$29.03 - $34.21 $29,581 - $34,859	1,019 Added 11.78%	9,670 $281,000
Q4 2022 Feb 13, 2023	BUY	$29.03 - $34.21 $87 - $102	3 Added 0.03%	9,670 $281,000
Q3 2022 Feb 13, 2023	BUY	N/A	440 Added 4.77%	9,667 $0
Q3 2022 Nov 14, 2022	BUY	N/A	304 Added 3.41%	9,227 $297,000
Q2 2022 Aug 15, 2022	BUY	N/A	8,923 New	8,923 $289,000

Others Institutions Holding DBMF

# of Institutions

158

Shares Held

25M

Call Options Held

12K

Put Options Held

10K

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Atria Wealth Solutions, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History