Lws Wealth Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 42,206 shares of DBMF stock, worth $1.2 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
42,206
Previous 39,417 7.08%
Holding current value
$1.2 Million
Previous $1.14 Million 4.57%
% of portfolio
0.43%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$25.76 - $29.16 $71,844 - $81,327
2,789 Added 7.08%
42,206 $1.09 Million
Q3 2023

Nov 13, 2023
BUY
$27.07 - $28.93 $1.07 Million - $1.14 Million
39,417 New
39,417 $1.14 Million

Others Institutions Holding DBMF

# of Institutions
217
Shares Held
43.4M
Call Options Held
10.4K
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
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