Atria Wealth Solutions, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,937 shares of DBMF stock, worth $214,537. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,937
Previous 9,332 14.95%
Holding current value
$214,537
Previous $280,000 20.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
SELL
$26.82 - $30.58 $37,413 - $42,659
-1,395 Reduced 14.95%
7,937 $223,000
Q2 2024

Jul 22, 2024
BUY
$28.55 - $30.21 $2,912 - $3,081
102 Added 1.11%
9,332 $280,000
Q1 2024

May 13, 2024
BUY
$25.76 - $28.68 $20,350 - $22,657
790 Added 9.36%
9,230 $264,000
Q4 2023

Feb 02, 2024
SELL
$25.76 - $29.16 $5,770 - $6,531
-224 Reduced 2.59%
8,440 $217,000
Q3 2023

Nov 08, 2023
BUY
$27.07 - $28.93 $351 - $376
13 Added 0.15%
8,664 $250,000
Q2 2023

Aug 03, 2023
SELL
$25.84 - $27.71 $26,330 - $28,236
-1,019 Reduced 10.54%
8,651 $239,000
Q1 2023

Aug 22, 2023
BUY
$25.7 - $29.04 $20,046 - $22,651
780 Added 9.02%
9,431 $248,000
Q1 2023

Jun 14, 2023
BUY
$25.7 - $29.04 $6,142 - $6,940
239 Added 2.53%
9,670 $254,000
Q1 2023

May 10, 2023
SELL
$25.7 - $29.04 $6,142 - $6,940
-239 Reduced 2.47%
9,431 $248,000
Q4 2022

Aug 30, 2023
BUY
$29.03 - $34.79 $29,581 - $35,451
1,019 Added 11.78%
9,670 $281,000
Q4 2022

Feb 13, 2023
BUY
$29.03 - $34.79 $87 - $104
3 Added 0.03%
9,670 $281,000
Q3 2022

Feb 13, 2023
BUY
$30.87 - $34.56 $13,582 - $15,206
440 Added 4.77%
9,667 $0
Q3 2022

Nov 14, 2022
BUY
$30.87 - $34.56 $9,384 - $10,506
304 Added 3.41%
9,227 $297,000
Q2 2022

Aug 15, 2022
BUY
$28.85 - $33.33 $257,428 - $297,403
8,923 New
8,923 $289,000

Others Institutions Holding DBMF

# of Institutions
175
Shares Held
24.6M
Call Options Held
0
Put Options Held
0
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
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