Ae Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Ae Wealth Management LLC holds 31,736 shares of DBMF stock, worth $901,619. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,736

Previous 25,986 22.13%

Holding current value

$901,619

Previous $668,000 29.64%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.43 - $27.31 $146,222 - $157,032	5,750 Added 22.13%	31,736 $866,000
Q2 2025 Aug 06, 2025	BUY	$24.61 - $25.89 $113,329 - $119,223	4,605 Added 21.54%	25,986 $668,000
Q1 2025 May 06, 2025	SELL	$24.88 - $26.85 $343,045 - $370,207	-13,788 Reduced 39.2%	21,381 $540,000
Q4 2024 Feb 13, 2025	BUY	$26.01 - $28.19 $914,745 - $991,414	35,169 New	35,169 $920,000
Q4 2023 Feb 14, 2024	BUY	$25.76 - $29.16 $3.47 Million - $3.92 Million	134,592 Added 667.59%	154,753 $3.99 Million

Q3 2023 Oct 11, 2023	BUY	$27.07 - $28.93 $545,758 - $583,257	20,161 New	20,161 $582,000
Q4 2022 Jan 31, 2023	BUY	$29.03 - $34.79 $941,588 - $1.13 Million	32,435 New	32,435 $944,000

Others Institutions Holding DBMF

# of Institutions

215

Shares Held

43.8M

Call Options Held

10.4K

Put Options Held

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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Ae Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History