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

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 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 25,900 shares of DBMF stock, worth $653,198. This represents 0.08% of its overall portfolio holdings.

Number of Shares
25,900
Previous 13,536 91.34%
Holding current value
$653,198
Previous $354,000 84.75%
% of portfolio
0.08%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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