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

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 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 664,714 shares of DBMF stock, worth $17.9 Million. This represents 6.24% of its overall portfolio holdings.

Number of Shares
664,714
Previous 643,329 3.32%
Holding current value
$17.9 Million
Previous $19.3 Million 3.31%
% of portfolio
6.24%
Previous 6.88%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
174
Shares Held
24.4M
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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