Creative Planning Litman Gregory Fds Tr Imgp Dbi Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative Planning holds 19,331 shares of DBMF stock, worth $492,553. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,331

Previous 19,172 0.83%

Holding current value

$492,553

Previous $539,000 6.31%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

207

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

Track This Portfolio

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.

Account

Creative Planning Litman Gregory Fds Tr Imgp Dbi Transaction History