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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 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 362,965 shares of DBMF stock, worth $9.31 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

362,965

Previous 254,561 42.58%

Holding current value

$9.31 Million

Previous $6.43 Million 45.24%

% of portfolio

0.23%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$24.61 - $25.89 $2.67 Million - $2.81 Million	108,404 Added 42.58%	362,965 $9.34 Million
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

209

Shares Held

32M

Call Options Held

23.1K

Put Options Held

11.1K

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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