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

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 28,910 shares of DBMF stock, worth $784,906. This represents 0.04% of its overall portfolio holdings.

Number of Shares
28,910
Previous 31,690 8.77%
Holding current value
$784,906
Previous $952,000 14.6%
% of portfolio
0.04%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$26.82 - $30.58 $74,559 - $85,012
-2,780 Reduced 8.77%
28,910 $813,000
Q2 2024

Aug 08, 2024
BUY
$28.55 - $30.21 $904,749 - $957,354
31,690 New
31,690 $952,000
Q4 2023

Feb 08, 2024
SELL
$25.76 - $29.16 $42,761 - $48,405
-1,660 Reduced 9.51%
15,795 $406,000
Q3 2023

Oct 17, 2023
SELL
$27.07 - $28.93 $402,043 - $429,668
-14,852 Reduced 45.97%
17,455 $504,000
Q2 2023

Aug 02, 2023
BUY
$25.84 - $27.71 $438,582 - $470,321
16,973 Added 110.69%
32,307 $892,000
Q1 2023

May 12, 2023
BUY
$25.7 - $29.04 $394,083 - $445,299
15,334 New
15,334 $403,000

Others Institutions Holding DBMF

# of Institutions
175
Shares Held
24.6M
Call Options Held
0
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email