Creative Planning Litman Gregory Fds Tr Imgp Dbi Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative Planning holds 19,226 shares of DBMF stock, worth $484,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,226

Previous 19,331 0.54%

Holding current value

$484,879

Previous $505,000 3.96%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$24.88 - $26.85 $2,612 - $2,819	-105 Reduced 0.54%	19,226 $485,000
Q4 2024 Feb 14, 2025	BUY	$26.01 - $28.19 $4,135 - $4,482	159 Added 0.83%	19,331 $505,000
Q3 2024 Oct 11, 2024	BUY	$26.82 - $30.58 $3,593 - $4,097	134 Added 0.7%	19,172 $539,000
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

# of Institutions

213

Shares Held

36.2M

Call Options Held

23.1K

Put Options Held

11.1K

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Creative Planning Litman Gregory Fds Tr Imgp Dbi Transaction History