Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Goldstein Advisors, LLC

$689 Billion
Q4 2024

A detailed history of Goldstein Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Goldstein Advisors, LLC holds 970,957 shares of DBMF stock, worth $24.6 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

970,957

Previous 1,037,861 6.45%

Holding current value

$24.6 Million

Previous $29.2 Billion 13.0%

% of portfolio

3.69%

Previous 4.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$26.01 - $28.19 $1.74 Million - $1.89 Million	-66,904 Reduced 6.45%	970,957 $25.4 Billion
Q3 2024 Oct 24, 2024	BUY	$26.82 - $30.58 $852,580 - $972,107	31,789 Added 3.16%	1,037,861 $29.2 Billion
Q2 2024 Jul 24, 2024	BUY	$28.55 - $30.21 $1.1 Million - $1.16 Million	38,450 Added 3.97%	1,006,072 $30.2 Billion
Q1 2024 May 13, 2024	BUY	$25.76 - $28.68 $4.06 Million - $4.52 Million	157,754 Added 19.48%	967,622 $27.8 Billion
Q3 2023 Oct 18, 2023	BUY	$27.07 - $28.93 $1.46 Million - $1.56 Million	53,861 Added 7.12%	809,868 $23.4 Billion
Q2 2023 Jul 21, 2023	BUY	$25.84 - $27.71 $2.66 Million - $2.85 Million	103,030 Added 15.78%	756,007 $20.9 Billion
Q1 2023 May 09, 2023	BUY	$25.7 - $29.04 $1.76 Million - $1.99 Million	68,442 Added 11.71%	652,977 $17.2 Billion
Q4 2022 Feb 03, 2023	BUY	$29.03 - $34.79 $17 Million - $20.3 Million	584,535 New	584,535 $17 Billion

Others Institutions Holding DBMF

# of Institutions

207

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

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Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History