Axxcess Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 254,561 shares of DBMF stock, worth $6.42 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
254,561
Previous 246,628 3.22%
Holding current value
$6.42 Million
Previous $6.45 Million 0.33%
% of portfolio
0.18%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$24.88 - $26.85 $197,373 - $213,001
7,933 Added 3.22%
254,561 $6.43 Million
Q4 2024

Feb 10, 2025
BUY
$26.01 - $28.19 $6.22 Million - $6.74 Million
238,990 Added 3128.96%
246,628 $6.45 Million
Q3 2024

Nov 04, 2024
SELL
$26.82 - $30.58 $133,349 - $152,043
-4,972 Reduced 39.43%
7,638 $214,000
Q2 2024

Aug 09, 2024
BUY
$28.55 - $30.21 $360,015 - $380,948
12,610 New
12,610 $379,000

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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