Naviter Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,684,500 shares of DBMF stock, worth $45.4 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares
1,684,500
Previous 1,636,054 2.96%
Holding current value
$45.4 Million
Previous $49.2 Million 3.65%
% of portfolio
6.67%
Previous 7.42%

Shares

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

Oct 16, 2024
BUY
$26.82 - $30.58 $1.3 Million - $1.48 Million
48,446 Added 2.96%
1,684,500 $47.4 Million
Q2 2024

Aug 01, 2024
BUY
$28.55 - $30.21 $3.46 Million - $3.66 Million
121,168 Added 8.0%
1,636,054 $49.2 Million
Q1 2024

Apr 18, 2024
BUY
$25.76 - $28.68 $32.3 Million - $35.9 Million
1,252,680 Added 477.75%
1,514,886 $43.4 Million
Q4 2023

Feb 05, 2024
SELL
$25.76 - $29.16 $20.6 Million - $23.3 Million
-800,498 Reduced 75.33%
262,206 $6.75 Million
Q3 2023

Nov 14, 2023
BUY
$27.07 - $28.93 $3.25 Million - $3.48 Million
120,142 Added 12.75%
1,062,704 $30.7 Million
Q2 2023

Jul 20, 2023
BUY
$25.84 - $27.71 $15.3 Million - $16.4 Million
592,629 Added 169.35%
942,562 $26 Million
Q1 2023

Apr 12, 2023
SELL
$25.7 - $29.04 $10.5 Million - $11.8 Million
-406,979 Reduced 53.77%
349,933 $9.2 Million
Q4 2022

Jan 31, 2023
BUY
$29.03 - $34.79 $22 Million - $26.3 Million
756,912 New
756,912 $22 Million

Others Institutions Holding DBMF

# of Institutions
174
Shares Held
24.4M
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
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