Tria Gen Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Tria Gen Wealth Management LLC

  • $277 Million
  • Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 60,796 shares of DBMF stock, worth $1.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
60,796
Previous 54,673 11.2%
Holding current value
$1.6 Million
Previous $1.54 Million 3.45%
% of portfolio
0.57%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$26.01 - $28.19 $159,259 - $172,607
6,123 Added 11.2%
60,796 $1.59 Million
Q3 2024

Oct 18, 2024
BUY
$26.82 - $30.58 $294,027 - $335,248
10,963 Added 25.08%
54,673 $1.54 Million
Q2 2024

Jul 18, 2024
BUY
$28.55 - $30.21 $535,255 - $566,377
18,748 Added 75.11%
43,710 $1.31 Million
Q1 2024

Apr 23, 2024
BUY
$25.76 - $28.68 $643,021 - $715,910
24,962 New
24,962 $715,000

Others Institutions Holding DBMF

# of Institutions
185
Shares Held
26.2M
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 Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email