Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Twelve Points Wealth Management LLC

  • $307 Million
  • Q3 2024

A detailed history of Twelve Points Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 44,856 shares of DBMF stock, worth $1.21 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
44,856
Previous 40,378 11.09%
Holding current value
$1.21 Million
Previous $1.21 Million 3.96%
% of portfolio
0.41%
Previous 0.44%

Shares

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

Oct 16, 2024
BUY
$26.82 - $30.58 $120,099 - $136,937
4,478 Added 11.09%
44,856 $1.26 Million
Q2 2024

Jul 12, 2024
BUY
$28.55 - $30.21 $77,085 - $81,567
2,700 Added 7.17%
40,378 $1.21 Million
Q1 2024

Apr 15, 2024
SELL
$25.76 - $28.68 $171,741 - $191,209
-6,667 Reduced 15.03%
37,678 $1.08 Million
Q4 2023

Jan 12, 2024
BUY
$25.76 - $29.16 $1.14 Million - $1.29 Million
44,345 New
44,345 $1.14 Million

Others Institutions Holding DBMF

# of Institutions
174
Shares Held
24.5M
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 Twelve Points Wealth Management LLC Portfolio

Follow Twelve Points 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 Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email