Upper Left Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 187,599 shares of DBMF stock, worth $5.33 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
187,599
Previous 181,056 3.61%
Holding current value
$5.33 Million
Previous $4.66 Million 9.98%
% of portfolio
3.39%
Previous 3.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$25.43 - $27.31 $166,388 - $178,689
6,543 Added 3.61%
187,599 $5.12 Million
Q2 2025

Jul 07, 2025
BUY
$24.61 - $25.89 $717,972 - $755,314
29,174 Added 19.21%
181,056 $4.66 Million
Q1 2025

Apr 14, 2025
BUY
$24.88 - $26.85 $3.78 Million - $4.08 Million
151,882 New
151,882 $3.85 Million

Others Institutions Holding DBMF

# of Institutions
217
Shares Held
43.4M
Call Options Held
10.4K
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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