A detailed history of Clear Point Advisors Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Clear Point Advisors Inc. holds 26 shares of DBMF stock, worth $708. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26
Previous 26 -0.0%
Holding current value
$708
Previous $773,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$25.76 - $28.68 $25 - $28
1 Added 4.0%
26 $732,000
Q4 2023

May 15, 2024

BUY
$25.76 - $29.16 $644 - $729
25 New
25 $635,000

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.