Perennial Investment Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 44,928 shares of DBMF stock, worth $1.28 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
44,928
Previous 25,900 73.47%
Holding current value
$1.28 Million
Previous $654,000 76.61%
% of portfolio
0.12%
Previous 0.08%

Shares

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

Aug 11, 2025
BUY
$24.61 - $25.89 $468,279 - $492,634
19,028 Added 73.47%
44,928 $1.16 Million
Q1 2025

May 15, 2025
BUY
$24.88 - $26.85 $307,616 - $331,973
12,364 Added 91.34%
25,900 $654,000
Q4 2024

Feb 12, 2025
BUY
$26.01 - $28.19 $352,071 - $381,579
13,536 New
13,536 $354,000

Others Institutions Holding DBMF

# of Institutions
208
Shares Held
33.3M
Call Options Held
18.2K
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
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email