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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 32,523 shares of DBMF stock, worth $923,978. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,523
Previous 20,387 59.53%
Holding current value
$923,978
Previous $525 Million 69.33%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$25.43 - $27.31 $308,618 - $331,434
12,136 Added 59.53%
32,523 $888 Million
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
216
Shares Held
43.7M
Call Options Held
10.4K
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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