A detailed history of Burt Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Burt Wealth Advisors holds 25,601 shares of DBMF stock, worth $691,995. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,601
Holding current value
$691,995
% of portfolio
0.18%

Shares

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

Oct 31, 2024

BUY
$26.82 - $30.58 $686,618 - $782,878
25,601 New
25,601 $720,000
Q3 2023

Oct 11, 2023

BUY
$27.07 - $28.93 $300,314 - $320,949
11,094 New
11,094 $320,000
Q4 2022

Jan 17, 2023

BUY
$29.03 - $34.79 $849,911 - $1.02 Million
29,277 Added 435.22%
36,004 $1.05 Million
Q3 2022

Oct 11, 2022

BUY
$30.87 - $34.56 $207,662 - $232,485
6,727 New
6,727 $228,000

Others Institutions Holding DBMF

About LITMAN GREGORY FDS TR IMGP DBI


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

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors 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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.