A detailed history of Creative Planning transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative Planning holds 19,038 shares of DBMF stock, worth $536,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,038
Previous 20,219 5.84%
Holding current value
$536,110
Previous $579,000 1.21%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$28.55 - $30.21 $33,717 - $35,678
-1,181 Reduced 5.84%
19,038 $572,000
Q1 2024

May 10, 2024

BUY
$25.76 - $28.68 $263,112 - $292,937
10,214 Added 102.09%
20,219 $579,000
Q4 2023

Feb 14, 2024

SELL
$25.76 - $29.16 $439,311 - $497,294
-17,054 Reduced 63.03%
10,005 $257,000
Q3 2023

Nov 16, 2023

BUY
$27.07 - $28.93 $478,895 - $511,800
17,691 Added 188.85%
27,059 $782,000
Q1 2023

May 15, 2023

BUY
$25.7 - $29.04 $240,757 - $272,046
9,368 New
9,368 $246,000

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


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

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.