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

Twelve Points Wealth Management LLC

$357 Million
Q1 2025

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 66,797 shares of DBMF stock, worth $1.68 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

66,797

Previous 76,635 12.84%

Holding current value

$1.68 Million

Previous $2 Million 15.82%

% of portfolio

0.47%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$24.88 - $26.85 $244,769 - $264,150	-9,838 Reduced 12.84%	66,797 $1.69 Million
Q4 2024 Jan 22, 2025	BUY	$26.01 - $28.19 $826,571 - $895,850	31,779 Added 70.85%	76,635 $2 Million
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

213

Shares Held

36.2M

Call Options Held

23.1K

Put Options Held

11.1K

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

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