Sowell Financial Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sowell Financial Services LLC holds 79,519 shares of DBMF stock, worth $2.14 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

79,519

Previous 67,034 18.62%

Holding current value

$2.14 Million

Previous $2.02 Million 10.97%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$26.82 - $30.58 $334,847 - $381,791	12,485 Added 18.62%	79,519 $2.24 Million
Q2 2024 Aug 13, 2024	SELL	$28.55 - $30.21 $176,210 - $186,456	-6,172 Reduced 8.43%	67,034 $2.02 Million
Q1 2024 May 03, 2024	SELL	$25.76 - $28.68 $862,522 - $960,292	-33,483 Reduced 31.38%	73,206 $2.1 Million
Q4 2023 Jan 24, 2024	SELL	$25.76 - $29.16 $99,897 - $113,082	-3,878 Reduced 3.51%	106,689 $2.75 Million
Q3 2023 Nov 08, 2023	BUY	$27.07 - $28.93 $382,661 - $408,954	14,136 Added 14.66%	110,567 $3.2 Million
Q2 2023 Aug 14, 2023	BUY	$25.84 - $27.71 $2.49 Million - $2.67 Million	96,431 New	96,431 $2.66 Million
Q4 2022 Feb 09, 2023	BUY	$29.03 - $34.79 $734,342 - $880,047	25,296 New	25,296 $736,000

Others Institutions Holding DBMF

# of Institutions

174

Shares Held

24.5M

Call Options Held

Put Options Held

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Sowell Financial Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History