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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

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 35,169 shares of DBMF stock, worth $923,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,169
Holding current value
$923,889
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
208
Shares Held
37.7M
Call Options Held
4.1K
Put Options Held
800
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email