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

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

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 14,258 shares of DBMF stock, worth $404,642. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,258

Previous 20,884 31.73%

Holding current value

$404,642

Previous $527,000 30.55%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$24.61 - $25.89 $163,065 - $171,547	-6,626 Reduced 31.73%	14,258 $366,000
Q1 2025 May 12, 2025	SELL	$24.88 - $26.85 $83,148 - $89,732	-3,342 Reduced 13.8%	20,884 $527,000
Q4 2024 Feb 06, 2025	SELL	$26.01 - $28.19 $121,830 - $132,041	-4,684 Reduced 16.2%	24,226 $633,000
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

212

Shares Held

35.5M

Call Options Held

18.2K

Put Options Held

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

Track This Portfolio

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.

Account

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