Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 913,944 shares of DBMF stock, worth $25.4 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
913,944
Previous 777,024 17.62%
Holding current value
$25.4 Million
Previous $22.3 Million 23.28%
% of portfolio
2.44%
Previous 2.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$28.55 - $30.21 $3.91 Million - $4.14 Million
136,920 Added 17.62%
913,944 $27.5 Million
Q1 2024

May 03, 2024
SELL
$25.76 - $28.68 $272,927 - $303,864
-10,595 Reduced 1.35%
777,024 $22.3 Million
Q4 2023

Jan 31, 2024
SELL
$25.76 - $29.16 $328,440 - $371,790
-12,750 Reduced 1.59%
787,619 $20.3 Million
Q3 2023

Oct 23, 2023
BUY
$27.07 - $28.93 $456,481 - $487,846
16,863 Added 2.15%
800,369 $23.1 Million
Q2 2023

Aug 09, 2023
BUY
$25.84 - $27.71 $20.2 Million - $21.7 Million
783,506 New
783,506 $21.6 Million
Q4 2022

Jan 17, 2023
SELL
$29.03 - $34.21 $1.48 Million - $1.74 Million
-50,911 Reduced 10.92%
415,344 $0
Q3 2022

Oct 13, 2022
BUY
N/A
82,312 Added 21.44%
466,255 $15.8 Million
Q2 2022

Jul 21, 2022
BUY
N/A
18,027 Added 4.93%
383,943 $12.4 Million
Q1 2022

May 04, 2022
BUY
N/A
286,587 Added 361.26%
365,916 $10.5 Million
Q4 2021

Feb 10, 2022
BUY
N/A
79,329 New
79,329 $2.05 Million

Others Institutions Holding DBMF

# of Institutions
172
Shares Held
26.3M
Call Options Held
1.9K
Put Options Held
6.2K
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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