Perigon Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,862 shares of DBMF stock, worth $227,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,862
Holding current value
$227,753
% of portfolio
0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$24.88 - $26.85 $220,486 - $237,944
8,862 New
8,862 $223,000
Q3 2024

Oct 16, 2024
SELL
$26.82 - $30.58 $767,212 - $874,771
-28,606 Reduced 72.37%
10,924 $307,000
Q2 2024

Aug 02, 2024
SELL
$28.55 - $30.21 $85,678 - $90,660
-3,001 Reduced 7.06%
39,530 $1.19 Million
Q1 2024

Apr 29, 2024
BUY
$25.76 - $28.68 $24,291 - $27,045
943 Added 2.27%
42,531 $1.22 Million
Q4 2023

Jan 29, 2024
SELL
$25.76 - $29.16 $67,310 - $76,195
-2,613 Reduced 5.91%
41,588 $1.07 Million
Q3 2023

Oct 30, 2023
BUY
$27.07 - $28.93 $51,541 - $55,082
1,904 Added 4.5%
44,201 $1.28 Million
Q2 2023

Aug 02, 2023
BUY
$25.84 - $27.71 $23,617 - $25,326
914 Added 2.21%
42,297 $1.17 Million
Q1 2023

May 03, 2023
SELL
$25.7 - $29.04 $371,519 - $419,802
-14,456 Reduced 25.89%
41,383 $1.09 Million
Q4 2022

Feb 14, 2023
BUY
$29.03 - $34.79 $1.62 Million - $1.94 Million
55,839 New
55,839 $1.63 Million

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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email