Legacy Capital Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 10,854 shares of DBMF stock, worth $280,033. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,854
Previous 18,434 41.12%
Holding current value
$280,033
Previous $482,000 43.15%
% of portfolio
0.06%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$24.88 - $26.85 $188,590 - $203,523
-7,580 Reduced 41.12%
10,854 $274,000
Q4 2024

Jan 30, 2025
BUY
$26.01 - $28.19 $479,468 - $519,654
18,434 New
18,434 $482,000

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
31.8M
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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