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

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Geo Wealth Management, LLC holds 12,902 shares of DBMF stock, worth $332,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,902
Previous 22,083 41.57%
Holding current value
$332,226
Previous $577,000 43.67%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$24.88 - $26.85 $228,423 - $246,509
-9,181 Reduced 41.57%
12,902 $325,000
Q4 2024

Feb 13, 2025
BUY
$26.01 - $28.19 $573,962 - $622,068
22,067 Added 137918.75%
22,083 $577,000
Q3 2024

Nov 12, 2024
SELL
$26.82 - $30.58 $1.85 Million - $2.11 Million
-68,975 Reduced 99.98%
16 $0
Q2 2024

Aug 12, 2024
BUY
$28.55 - $30.21 $944,291 - $999,195
33,075 Added 92.09%
68,991 $2.07 Million
Q1 2024

May 15, 2024
SELL
$25.76 - $28.68 $925,196 - $1.03 Million
-35,916 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$25.76 - $28.68 $852,424 - $949,049
33,091 Added 1171.36%
35,916 $1.03 Million
Q4 2023

Feb 13, 2024
BUY
$25.76 - $29.16 $6,620 - $7,494
257 Added 10.01%
2,825 $72,000
Q3 2023

Nov 13, 2023
SELL
$27.07 - $28.93 $63,425 - $67,782
-2,343 Reduced 47.71%
2,568 $74,000
Q2 2023

Aug 10, 2023
BUY
$25.84 - $27.71 $126,900 - $136,083
4,911 New
4,911 $135,000

Others Institutions Holding DBMF

# of Institutions
206
Shares Held
32M
Call Options Held
23.1K
Put Options Held
11.1K
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 Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email