Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Retirement Financial Solutions, LLC

$185 Billion
Q4 2024

A detailed history of Retirement Financial Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 16,253 shares of DBMF stock, worth $421,765. This represents 0.23% of its overall portfolio holdings.

Number of Shares

16,253

Previous 25,049 35.12%

Holding current value

$421,765

Previous $705 Million 39.65%

% of portfolio

0.23%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$26.01 - $28.19 $228,783 - $247,959	-8,796 Reduced 35.12%	16,253 $425 Million
Q3 2024 Oct 29, 2024	BUY	$26.82 - $30.58 $15,475 - $17,644	577 Added 2.36%	25,049 $705 Million
Q2 2024 Aug 05, 2024	BUY	$28.55 - $30.21 $98,697 - $104,435	3,457 Added 16.45%	24,472 $736 Million
Q1 2024 May 10, 2024	SELL	$25.76 - $28.68 $80,912 - $90,083	-3,141 Reduced 13.0%	21,015 $603 Million
Q4 2023 Jan 18, 2024	BUY	$25.76 - $29.16 $193,122 - $218,612	7,497 Added 45.0%	24,156 $622 Million
Q3 2023 Oct 20, 2023	BUY	$27.07 - $28.93 $450,959 - $481,944	16,659 New	16,659 $481 Million

Others Institutions Holding DBMF

# of Institutions

208

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History