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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 7,852 shares of DBMF stock, worth $206,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,852

Previous 7,878 0.33%

Holding current value

$206,272

Previous $221,000 7.24%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

208

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

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