Lake Street Financial LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Lake Street Financial LLC

$608 Million
Q4 2024

A detailed history of Lake Street Financial LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lake Street Financial LLC holds 26,752 shares of DBMF stock, worth $705,985. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,752

Previous 26,299 1.72%

Holding current value

$705,985

Previous $739,000 5.41%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.01 - $28.19 $11,782 - $12,770	453 Added 1.72%	26,752 $699,000
Q3 2024 Oct 22, 2024	SELL	$26.82 - $30.58 $831 - $947	-31 Reduced 0.12%	26,299 $739,000
Q2 2024 Jul 12, 2024	BUY	$28.55 - $30.21 $22,468 - $23,775	787 Added 3.08%	26,330 $791,000
Q1 2024 Apr 19, 2024	BUY	$25.76 - $28.68 $17,851 - $19,875	693 Added 2.79%	25,543 $732,000
Q4 2023 Jan 10, 2024	SELL	$25.76 - $29.16 $44,281 - $50,126	-1,719 Reduced 6.47%	24,850 $640,000
Q2 2023 Jul 18, 2023	SELL	$25.84 - $27.71 $10,852 - $11,638	-420 Reduced 1.56%	26,569 $734,000
Q1 2023 Apr 17, 2023	SELL	$25.7 - $29.04 $1.29 Million - $1.45 Million	-50,076 Reduced 64.98%	26,989 $709,000
Q4 2022 Jan 25, 2023	BUY	$29.03 - $34.79 $2.24 Million - $2.68 Million	77,065 New	77,065 $0

Others Institutions Holding DBMF

# of Institutions

183

Shares Held

25.6M

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Lake Street Financial LLC Litman Gregory Fds Tr Imgp Dbi Transaction History