Ever Source Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,977 shares of DBMF stock, worth $255,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,977
Previous 6,930 29.54%
Holding current value
$255,036
Previous $178,000 37.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$25.43 - $27.31 $52,055 - $55,903
2,047 Added 29.54%
8,977 $245,000
Q2 2025

Aug 13, 2025
SELL
$24.61 - $25.89 $13,289 - $13,980
-540 Reduced 7.23%
6,930 $178,000
Q1 2025

May 13, 2025
SELL
$24.88 - $26.85 $9,504 - $10,256
-382 Reduced 4.87%
7,470 $188,000
Q4 2024

Feb 07, 2025
SELL
$26.01 - $28.19 $676 - $732
-26 Reduced 0.33%
7,852 $205,000
Q3 2024

Nov 08, 2024
BUY
$26.82 - $30.58 $26 - $30
1 Added 0.01%
7,878 $221,000
Q2 2024

Aug 13, 2024
BUY
$28.55 - $30.21 $456 - $483
16 Added 0.2%
7,877 $236,000
Q1 2024

Jun 11, 2024
SELL
$25.76 - $28.68 $14,477 - $16,118
-562 Reduced 6.67%
7,861 $225,000
Q4 2023

Feb 09, 2024
SELL
$25.76 - $29.16 $55,538 - $62,868
-2,156 Reduced 20.38%
8,423 $216,000
Q3 2023

Nov 03, 2023
SELL
$27.07 - $28.93 $15,998 - $17,097
-591 Reduced 5.29%
10,579 $305,000
Q2 2023

Aug 04, 2023
BUY
$25.84 - $27.71 $288,245 - $309,105
11,155 Added 74366.67%
11,170 $308,000
Q1 2023

May 11, 2023
BUY
$25.7 - $29.04 $385 - $435
15 New
15 $0

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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email