Burt Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History

Burt Wealth Advisors

  • $402 Million
  • Q1 2025

A detailed history of Burt Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Burt Wealth Advisors holds 11,901 shares of DBMF stock, worth $300,500. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,901
Previous 45,192 73.67%
Holding current value
$300,500
Previous $1.18 Million 74.62%
% of portfolio
0.07%
Previous 0.3%

Shares

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

Apr 22, 2025
SELL
$24.88 - $26.85 $828,280 - $893,863
-33,291 Reduced 73.67%
11,901 $300,000
Q4 2024

Feb 06, 2025
BUY
$26.01 - $28.19 $509,561 - $552,270
19,591 Added 76.52%
45,192 $1.18 Million
Q3 2024

Oct 31, 2024
BUY
$26.82 - $30.58 $686,618 - $782,878
25,601 New
25,601 $720,000
Q3 2023

Oct 11, 2023
BUY
$27.07 - $28.93 $300,314 - $320,949
11,094 New
11,094 $320,000
Q4 2022

Jan 17, 2023
BUY
$29.03 - $34.79 $849,911 - $1.02 Million
29,277 Added 435.22%
36,004 $1.05 Million
Q3 2022

Oct 11, 2022
BUY
$30.87 - $34.56 $207,662 - $232,485
6,727 New
6,727 $228,000

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
38.8M
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
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors 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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email