A detailed history of Trajan Wealth LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trajan Wealth LLC holds 37,937 shares of DBMF stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
37,937
Previous 45,013 15.72%
Holding current value
$1.03 Million
Previous $1.35 Billion 21.13%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 25, 2024

SELL
$26.82 - $30.58 $189,778 - $216,384
-7,076 Reduced 15.72%
37,937 $1.07 Billion
Q2 2024

Jul 26, 2024

SELL
$28.55 - $30.21 $464,622 - $491,637
-16,274 Reduced 26.55%
45,013 $1.35 Billion
Q1 2024

May 14, 2024

BUY
$25.76 - $28.68 $1.58 Million - $1.76 Million
61,287 New
61,287 $1.76 Billion

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Trajan Wealth LLC Portfolio

Follow Trajan Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.