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

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 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 26,694 shares of DBMF stock, worth $673,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,694
Holding current value
$673,222
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
213
Shares Held
36.2M
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
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