A detailed history of Austin Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Austin Wealth Management, LLC holds 225,227 shares of DBMF stock, worth $6.77 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
225,227
Previous 193,095 16.64%
Holding current value
$6.77 Million
Previous $5.2 Billion 28.5%
% of portfolio
1.66%
Previous 1.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 23, 2024

BUY
$25.76 - $28.68 $827,720 - $921,545
32,132 Added 16.64%
225,227 $6.69 Billion
Q4 2023

Feb 21, 2024

BUY
$25.76 - $29.16 $3.17 Million - $3.59 Million
123,182 Added 176.19%
193,095 $5.2 Billion
Q3 2023

Dec 04, 2023

BUY
$27.07 - $28.93 $1.89 Million - $2.02 Million
69,913 New
69,913 $1.93 Billion

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

Follow Austin Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.