Sage Private Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sage Private Wealth Group, LLC

$133 Million
Q4 2024

A detailed history of Sage Private Wealth Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 417,169 shares of DBMF stock, worth $10.6 Million. This represents 8.2% of its overall portfolio holdings.

Number of Shares

417,169

Previous 392,655 6.24%

Holding current value

$10.6 Million

Previous $11 Million 1.2%

% of portfolio

8.2%

Previous 8.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.01 - $28.19 $637,609 - $691,049	24,514 Added 6.24%	417,169 $10.9 Million
Q3 2024 Jan 29, 2025	BUY	$26.82 - $30.58 $489,277 - $557,870	18,243 Added 4.87%	392,655 $11 Million
Q2 2024 Jan 29, 2025	BUY	$28.55 - $30.21 $520,123 - $550,365	18,218 Added 5.11%	374,412 $11.3 Million
Q1 2024 Jan 29, 2025	BUY	$25.76 - $28.68 $2.28 Million - $2.54 Million	88,481 Added 33.05%	356,194 $10.2 Million
Q4 2023 Jan 29, 2025	SELL	$25.76 - $29.16 $342,968 - $388,236	-13,314 Reduced 4.74%	267,713 $6.9 Million
Q3 2023 Jan 29, 2025	BUY	$27.07 - $28.93 $751,598 - $803,241	27,765 Added 10.96%	281,027 $8.12 Million
Q2 2023 Jan 29, 2025	BUY	$25.84 - $27.71 $745,070 - $798,990	28,834 Added 12.85%	253,262 $7 Million
Q1 2023 Jan 29, 2025	BUY	$25.7 - $29.04 $554,554 - $626,625	21,578 Added 10.64%	224,428 $5.9 Million
Q4 2022 Jan 29, 2025	BUY	$29.03 - $34.79 $5.89 Million - $7.06 Million	202,820 Added 676066.69%	202,850 $5.9 Million
Q3 2022 Nov 08, 2022	BUY	$30.87 - $34.56 $926 - $1,036	30 New	30 $1,000

Others Institutions Holding DBMF

# of Institutions

209

Shares Held

38.8M

Call Options Held

4.1K

Put Options Held

800

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.

Account

Sage Private Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History