Principia Wealth Advisory, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 213,149 shares of DBMF stock, worth $5.4 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
213,149
Previous 189,875 12.26%
Holding current value
$5.4 Million
Previous $4.97 Billion 7.71%
% of portfolio
5.12%
Previous 4.66%

Shares

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

Apr 11, 2025
BUY
$24.88 - $26.85 $579,057 - $624,906
23,274 Added 12.26%
213,149 $5.35 Billion
Q4 2024

Apr 11, 2025
BUY
$26.01 - $28.19 $4.94 Million - $5.35 Million
189,875 New
189,875 $4.97 Billion

Others Institutions Holding DBMF

# of Institutions
210
Shares Held
37.9M
Call Options Held
4.1K
Put Options Held
800
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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