Summit Wealth & Retirement Planning, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 552,124 shares of DBMF stock, worth $13.9 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

552,124

Previous 664,714 16.94%

Holding current value

$13.9 Million

Previous $18.7 Million 22.76%

% of portfolio

4.68%

Previous 6.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$26.01 - $28.19 $2.93 Million - $3.17 Million	-112,590 Reduced 16.94%	552,124 $14.4 Million
Q3 2024 Nov 01, 2024	BUY	$26.82 - $30.58 $573,545 - $653,953	21,385 Added 3.32%	664,714 $18.7 Million
Q2 2024 Aug 06, 2024	BUY	$28.55 - $30.21 $695,849 - $736,308	24,373 Added 3.94%	643,329 $19.3 Million
Q1 2024 May 09, 2024	BUY	$25.76 - $28.68 $7.59 Million - $8.45 Million	294,550 Added 90.8%	618,956 $17.8 Million
Q4 2023 Feb 01, 2024	SELL	$25.76 - $29.16 $4.87 Million - $5.51 Million	-188,981 Reduced 36.81%	324,406 $8.36 Million
Q3 2023 Oct 25, 2023	BUY	$27.07 - $28.93 $973,491 - $1.04 Million	35,962 Added 7.53%	513,387 $14.8 Million
Q2 2023 Jul 26, 2023	BUY	$25.84 - $27.71 $4.08 Million - $4.38 Million	158,086 Added 49.5%	477,425 $13.2 Million
Q1 2023 May 11, 2023	SELL	$25.7 - $29.04 $2.2 Million - $2.48 Million	-85,563 Reduced 21.13%	319,339 $8.4 Million
Q4 2022 Feb 09, 2023	BUY	$29.03 - $34.79 $979,210 - $1.17 Million	33,731 Added 9.09%	404,902 $11.8 Million
Q3 2022 Nov 10, 2022	BUY	$30.87 - $34.56 $11.5 Million - $12.8 Million	371,171 New	371,171 $12.6 Million

Others Institutions Holding DBMF

# of Institutions

208

Shares Held

36.8M

Call Options Held

4.1K

Put Options Held

800

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Summit Wealth & Retirement Planning, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History