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

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 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 21,584 shares of DBMF stock, worth $544,348. This represents 0.29% of its overall portfolio holdings.

Number of Shares
21,584
Previous 21,433 0.7%
Holding current value
$544,348
Previous $561,000 2.85%
% of portfolio
0.29%
Previous 0.29%

Shares

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