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

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 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 181,056 shares of DBMF stock, worth $4.69 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
181,056
Previous 151,882 19.21%
Holding current value
$4.69 Million
Previous $3.85 Million 21.08%
% of portfolio
3.28%
Previous 2.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
213
Shares Held
33.5M
Call Options Held
23.1K
Put Options Held
11.1K
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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