Captrust Financial Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Captrust Financial Advisors holds 97,199 shares of DBMF stock, worth $2.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

97,199

Previous 89,964 8.04%

Holding current value

$2.62 Million

Previous $2.7 Million 1.11%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$26.82 - $30.58 $194,042 - $221,246	7,235 Added 8.04%	97,199 $2.73 Million
Q2 2024 Aug 14, 2024	BUY	$28.55 - $30.21 $152,799 - $161,683	5,352 Added 6.33%	89,964 $2.7 Million
Q1 2024 May 15, 2024	BUY	$25.76 - $28.68 $609,842 - $678,970	23,674 Added 38.85%	84,612 $2.43 Million
Q4 2023 Feb 14, 2024	SELL	$25.76 - $29.16 $241,268 - $273,112	-9,366 Reduced 13.32%	60,938 $1.57 Million
Q3 2023 Nov 14, 2023	BUY	$27.07 - $28.93 $19,111 - $20,424	706 Added 1.01%	70,304 $2.03 Million
Q2 2023 Aug 14, 2023	BUY	$25.84 - $27.71 $1.8 Million - $1.93 Million	69,598 New	69,598 $1.92 Million

Others Institutions Holding DBMF

# of Institutions

174

Shares Held

24.5M

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History