Trek Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Trek Financial, LLC

  • $1.24 Billion
  • Q3 2024

A detailed history of Trek Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trek Financial, LLC holds 25,225 shares of DBMF stock, worth $684,858. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,225
Holding current value
$684,858
% of portfolio
0.06%

Shares

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

Nov 14, 2024
BUY
$26.82 - $30.58 $676,534 - $771,380
25,225 New
25,225 $709,000
Q1 2024

May 14, 2024
BUY
$25.76 - $28.68 $654,716 - $728,930
25,416 New
25,416 $728,000
Q3 2023

Nov 14, 2023
BUY
$27.07 - $28.93 $965,072 - $1.03 Million
35,651 Added 248.27%
50,011 $1.45 Million
Q2 2023

Aug 11, 2023
BUY
$25.84 - $27.71 $371,062 - $397,915
14,360 New
14,360 $396,000
Q4 2022

Feb 13, 2023
SELL
$29.03 - $34.79 $40,119 - $48,079
-1,382 Reduced 1.31%
104,369 $3.04 Million
Q3 2022

Nov 14, 2022
BUY
$30.87 - $34.56 $3.26 Million - $3.65 Million
105,751 New
105,751 $3.59 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
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, 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 Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email