Steward Partners Investment Advisory, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,365 shares of DBMF stock, worth $415,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,365
Previous 8,579 79.1%
Holding current value
$415,315
Previous $257,000 68.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$26.82 - $30.58 $182,000 - $207,515
6,786 Added 79.1%
15,365 $432,000
Q2 2024

Aug 08, 2024
SELL
$28.55 - $30.21 $30,691 - $32,475
-1,075 Reduced 11.14%
8,579 $257,000
Q1 2024

May 15, 2024
SELL
$25.76 - $28.68 $107,341 - $119,509
-4,167 Reduced 30.15%
9,654 $276,000
Q4 2023

Feb 12, 2024
SELL
$25.76 - $29.16 $133,617 - $151,252
-5,187 Reduced 27.29%
13,821 $356,000
Q3 2023

Nov 13, 2023
SELL
$27.07 - $28.93 $816,837 - $872,962
-30,175 Reduced 61.35%
19,008 $549,000
Q2 2023

Aug 14, 2023
SELL
$25.84 - $27.71 $442,897 - $474,949
-17,140 Reduced 25.84%
49,183 $1.36 Million
Q1 2023

May 15, 2023
SELL
$25.7 - $29.04 $324,154 - $366,281
-12,613 Reduced 15.98%
66,323 $1.74 Million
Q4 2022

Feb 15, 2023
BUY
$29.03 - $34.79 $409,903 - $491,234
14,120 Added 21.78%
78,936 $2.3 Million
Q3 2022

Nov 10, 2022
BUY
$30.87 - $34.56 $442,614 - $495,521
14,338 Added 28.4%
64,816 $2.2 Million
Q2 2022

Aug 04, 2022
BUY
$28.85 - $33.33 $1.38 Million - $1.59 Million
47,833 Added 1808.43%
50,478 $1.64 Million
Q1 2022

May 02, 2022
BUY
$25.35 - $29.4 $67,050 - $77,763
2,645 New
2,645 $76,000

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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email