A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 34,660 shares of DBMF stock, worth $941,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,660
Previous 36,718 5.6%
Holding current value
$941,019
Previous $1.1 Million 11.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$26.82 - $30.58 $55,195 - $62,933
-2,058 Reduced 5.6%
34,660 $974,000
Q2 2024

Jul 16, 2024

BUY
$28.55 - $30.21 $217,608 - $230,260
7,622 Added 26.2%
36,718 $1.1 Million
Q1 2024

Apr 15, 2024

SELL
$25.76 - $28.68 $453,092 - $504,452
-17,589 Reduced 37.68%
29,096 $834,000
Q4 2023

Jan 30, 2024

BUY
$25.76 - $29.16 $518,857 - $587,340
20,142 Added 75.88%
46,685 $1.2 Million
Q3 2023

Nov 13, 2023

BUY
$27.07 - $28.93 $143,362 - $153,213
5,296 Added 24.93%
26,543 $767,000
Q2 2023

Jul 21, 2023

SELL
$25.84 - $27.71 $301,759 - $323,597
-11,678 Reduced 35.47%
21,247 $587,000
Q1 2023

Apr 25, 2023

BUY
$25.7 - $29.04 $846,172 - $956,142
32,925 New
32,925 $865,000

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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