A detailed history of Avantax Advisory Services, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,134 shares of DBMF stock, worth $329,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,134
Previous 11,226 8.09%
Holding current value
$329,438
Previous $337,000 1.19%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$26.82 - $30.58 $24,352 - $27,766
908 Added 8.09%
12,134 $341,000
Q2 2024

Aug 09, 2024

BUY
$28.55 - $30.21 $320,502 - $339,137
11,226 New
11,226 $337,000
Q3 2023

Nov 07, 2023

SELL
$27.07 - $28.93 $1,272 - $1,359
-47 Reduced 0.5%
9,280 $268,000
Q2 2023

Aug 11, 2023

SELL
$25.84 - $27.71 $88,837 - $95,266
-3,438 Reduced 26.93%
9,327 $257,000
Q1 2023

Apr 28, 2023

SELL
$25.7 - $29.04 $722,606 - $816,517
-28,117 Reduced 68.78%
12,765 $335,000
Q4 2022

Feb 13, 2023

BUY
$29.03 - $34.79 $1.19 Million - $1.42 Million
40,882 New
40,882 $1.19 Million

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


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

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.