Concurrent Investment Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,387 shares of DBMF stock, worth $578,583. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,387
Previous 13,898 46.69%
Holding current value
$578,583
Previous $351 Million 49.42%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.61 - $25.89 $159,694 - $168,000
6,489 Added 46.69%
20,387 $525 Million
Q1 2025

Apr 29, 2025
BUY
$24.88 - $26.85 $345,782 - $373,161
13,898 New
13,898 $351 Million

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
35.3M
Call Options Held
18.2K
Put Options Held
0
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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