Integrated Wealth Concepts LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 28,097 shares of DBMF stock, worth $797,392. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,097
Previous 26,694 5.26%
Holding current value
$797,392
Previous $674,000 7.12%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.61 - $25.89 $34,527 - $36,323
1,403 Added 5.26%
28,097 $722,000
Q1 2025

May 15, 2025
BUY
$24.88 - $26.85 $664,146 - $716,733
26,694 New
26,694 $674,000
Q3 2023

Nov 15, 2023
BUY
$27.07 - $28.93 $39,197 - $41,890
1,448 Added 5.34%
28,580 $825,000
Q2 2023

Aug 15, 2023
BUY
$25.84 - $27.71 $19,173 - $20,560
742 Added 2.81%
27,132 $749,000
Q1 2023

May 03, 2023
BUY
$25.7 - $29.04 $678,223 - $766,365
26,390 New
26,390 $694,000

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
35.3M
Call Options Held
18.2K
Put Options Held
0
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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email