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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,541 shares of DBMF stock, worth $215,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,541
Previous 8,515 0.31%
Holding current value
$215,404
Previous $227 Million 5.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$24.88 - $26.85 $646 - $698
26 Added 0.31%
8,541 $216 Million
Q4 2024

May 30, 2025
SELL
$26.01 - $28.19 $676 - $732
-26 Reduced 0.3%
8,515 $222,000
Q4 2024

Feb 11, 2025
BUY
$26.01 - $28.19 $221,475 - $240,037
8,515 New
8,515 $227 Million

Others Institutions Holding DBMF

# of Institutions
213
Shares Held
36.2M
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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