Sound Financial Strategies Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 159,175 shares of DBMF stock, worth $4.32 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares
159,175
Previous 159,841 0.42%
Holding current value
$4.32 Million
Previous $4.8 Million 6.81%
% of portfolio
3.94%
Previous 4.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$26.82 - $30.58 $17,862 - $20,366
-666 Reduced 0.42%
159,175 $4.48 Million
Q2 2024

Aug 12, 2024
SELL
$28.55 - $30.21 $215,209 - $227,722
-7,538 Reduced 4.5%
159,841 $4.8 Million
Q1 2024

May 13, 2024
BUY
$25.76 - $28.68 $283 - $315
11 Added 0.01%
167,379 $4.8 Million
Q4 2023

Feb 02, 2024
BUY
$25.76 - $29.16 $4.31 Million - $4.88 Million
167,368 New
167,368 $4.31 Million

Others Institutions Holding DBMF

# of Institutions
175
Shares Held
24.6M
Call Options Held
0
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
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