Beacon Harbor Wealth Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History

Beacon Harbor Wealth Advisors, Inc.

$378 Million
Q1 2024

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 249,297 shares of DBEH stock, worth $6.75 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

249,297

Previous 237,606 4.92%

Holding current value

$6.75 Million

Previous $6.32 Million 7.61%

% of portfolio

1.8%

Previous 1.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$26.28 - $27.42 $307,239 - $320,567	11,691 Added 4.92%	249,297 $6.8 Million
Q4 2023 Feb 06, 2024	BUY	$25.98 - $27.38 $329,816 - $347,589	12,695 Added 5.64%	237,606 $6.32 Million
Q3 2023 Nov 13, 2023	BUY	$26.24 - $27.48 $54,080 - $56,636	2,061 Added 0.92%	224,911 $5.93 Million
Q2 2023 Aug 11, 2023	BUY	$25.67 - $26.7 $161,027 - $167,489	6,273 Added 2.9%	222,850 $5.95 Million
Q1 2023 Apr 28, 2023	BUY	$25.24 - $26.37 $5.47 Million - $5.71 Million	216,577 New	216,577 $5.6 Million

Others Institutions Holding DBEH

# of Institutions

Shares Held

323K

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBEH
Sector ETFs
Industry ETFs

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Beacon Harbor Wealth Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History