Org Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Org Wealth Partners, LLC holds 27,880 shares of DBMF stock, worth $717,910. This represents 0.31% of its overall portfolio holdings.

Number of Shares
27,880
Previous 26,030 7.11%
Holding current value
$717,910
Previous $657,000 9.13%
% of portfolio
0.31%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$24.61 - $25.89 $45,528 - $47,896
1,850 Added 7.11%
27,880 $717,000
Q1 2025

Apr 21, 2025
BUY
$24.88 - $26.85 $143,109 - $154,441
5,752 Added 28.37%
26,030 $657,000
Q4 2024

Jan 10, 2025
SELL
$26.01 - $28.19 $71,501 - $77,494
-2,749 Reduced 11.94%
20,278 $530,000
Q3 2024

Oct 11, 2024
BUY
$26.82 - $30.58 $617,584 - $704,165
23,027 New
23,027 $648 Million

Others Institutions Holding DBMF

# of Institutions
206
Shares Held
32M
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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