Global Retirement Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Global Retirement Partners, LLC holds 734 shares of DBMF stock, worth $20,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares

734

Previous 729 0.69%

Holding current value

$20,691

Previous $20,000 10.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$28.55 - $30.21 $142 - $151	5 Added 0.69%	734 $22,000
Q1 2024 Apr 23, 2024	BUY	$25.76 - $28.68 $386 - $430	15 Added 2.1%	729 $20,000
Q4 2023 Jan 18, 2024	BUY	$25.76 - $29.16 $7,006 - $7,931	272 Added 61.54%	714 $18,000
Q3 2023 Oct 13, 2023	SELL	$27.07 - $28.93 $4,872 - $5,207	-180 Reduced 28.94%	442 $12,000
Q2 2023 Jul 20, 2023	SELL	$25.84 - $27.71 $1,162 - $1,246	-45 Reduced 6.75%	622 $17,000
Q1 2023 May 05, 2023	SELL	$25.7 - $29.04 $22,795 - $25,758	-887 Reduced 57.08%	667 $17,000
Q4 2022 Feb 13, 2023	BUY	$29.03 - $34.79 $7,518 - $9,010	259 Added 20.0%	1,554 $45,000
Q3 2022 Nov 03, 2022	BUY	$30.87 - $34.56 $39,884 - $44,651	1,292 Added 43066.67%	1,295 $44,000
Q2 2022 Jul 15, 2022	BUY	$28.85 - $33.33 $86 - $99	3 New	3 $0

Others Institutions Holding DBMF

# of Institutions

172

Shares Held

26.3M

Call Options Held

1.9K

Put Options Held

6.2K

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Global Retirement Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History