Executive Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$25.76 - $29.16 $360,330 - $407,890	-13,988 Reduced 17.17%	67,492 $1.74 Million
Q3 2023 Nov 07, 2023	SELL	$27.07 - $28.93 $234,642 - $250,765	-8,668 Reduced 9.62%	81,480 $2.35 Million
Q2 2023 Aug 02, 2023	SELL	$25.84 - $27.71 $379,046 - $406,477	-14,669 Reduced 13.99%	90,148 $2.49 Million
Q1 2023 May 11, 2023	SELL	$25.7 - $29.04 $224,515 - $253,693	-8,736 Reduced 7.69%	104,817 $2.76 Million
Q4 2022 Feb 13, 2023	BUY	$29.03 - $34.79 $3.19 Million - $3.82 Million	109,769 Added 2900.87%	113,553 $3.31 Million
Q3 2022 Nov 10, 2022	SELL	$30.87 - $34.56 $2.33 Million - $2.6 Million	-75,330 Reduced 95.22%	3,784 $3.78 Million
Q2 2022 Jul 26, 2022	BUY	$28.85 - $33.33 $2.28 Million - $2.64 Million	79,114 New	79,114 $2.56 Million

Others Institutions Holding DBMF

# of Institutions

174

Shares Held

24.5M

Call Options Held

0

Put Options Held

0

About LITMAN GREGORY FDS TR IMGP DBI

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