Wealth Enhancement Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

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 82,765 shares of DBMF stock, worth $2.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82,765
Previous 45,475 82.0%
Holding current value
$2.09 Million
Previous $1.19 Million 75.78%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$24.88 - $26.85 $927,775 - $1 Million
37,290 Added 82.0%
82,765 $2.09 Million
Q4 2024

Mar 17, 2025
BUY
$26.01 - $28.19 $281,298 - $304,874
10,815 Added 31.2%
45,475 $1.19 Million
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

# 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

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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