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

Naviter Wealth, LLC

$814 Million
Q4 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 1,857,242 shares of DBMF stock, worth $49.6 Million. This represents 5.97% of its overall portfolio holdings.

Number of Shares

1,857,242

Previous 1,684,500 10.25%

Holding current value

$49.6 Million

Previous $47.4 Million 2.53%

% of portfolio

5.97%

Previous 6.67%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.01 - $28.19 $4.49 Million - $4.87 Million	172,742 Added 10.25%	1,857,242 $48.6 Million
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

208

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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