Proactive Wealth Strategies LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 19,545 shares of DBMF stock, worth $554,687. This represents 0.24% of its overall portfolio holdings.

Number of Shares
19,545
Previous 21,584 9.45%
Holding current value
$554,687
Previous $545,000 7.71%
% of portfolio
0.24%
Previous 0.29%

Shares

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

Aug 13, 2025
SELL
$24.61 - $25.89 $50,179 - $52,789
-2,039 Reduced 9.45%
19,545 $503,000
Q1 2025

Apr 23, 2025
BUY
$24.88 - $26.85 $3,756 - $4,054
151 Added 0.7%
21,584 $545,000
Q4 2024

Jan 31, 2025
SELL
$26.01 - $28.19 $18,987 - $20,578
-730 Reduced 3.29%
21,433 $561,000
Q3 2024

Nov 04, 2024
BUY
$26.82 - $30.58 $594,411 - $677,744
22,163 New
22,163 $623,000

Others Institutions Holding DBMF

# of Institutions
211
Shares Held
35.3M
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 Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email