Latest Institutional Transactions on Litman Gregory Fds Tr Imgp Dbi (DBEH)
This table provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBEH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$0 - $27.6
|
2
$54.7
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.27K- 45.65% |
$0 - $201K
|
8.66K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-53- 69.74% |
$0 - $1.46K
|
23
$629
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.8KNew |
$0 - $187K
|
6.8K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.5K+ 20.35% |
$0 - $317K
|
68K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
11.7K+ 4.92% |
$307K - $321K
|
249K
$6.81M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
814New |
$21.4K - $22.4K
|
814
$22.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53KNew |
$40.1K - $42K
|
1.53K
$41.8K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$12.8K - $13.7K
|
0
$0
|
|