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

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

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 246,628 shares of DBMF stock, worth $6.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
246,628
Previous 7,638 3128.96%
Holding current value
$6.28 Million
Previous $214,000 2914.49%
% of portfolio
0.16%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
207
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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