Latest Institutional Purchases of Litman Gregory Fds Tr Imgp Dbi (DBEH)
This list provides information on the latest institutional transactions involving Litman Gregory Fds Tr Imgp Dbi (DBEH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.5K+ 20.35% |
$0 - $317K
|
68K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.8KNew |
$0 - $187K
|
6.8K
$186K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$0 - $27.6
|
2
$54.7
|
|
|
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 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53KNew |
$40.1K - $42K
|
1.53K
$41.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
814New |
$21.4K - $22.4K
|
814
$22.2K
|
|