Creative One Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative One Wealth, LLC holds 12,057 shares of DBMF stock, worth $342,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,057

Previous 13,392 9.97%

Holding current value

$342,539

Previous $344,000 4.36%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$25.43 - $27.31 $33,949 - $36,458	-1,335 Reduced 9.97%	12,057 $329,000
Q2 2025 Aug 12, 2025	BUY	$24.61 - $25.89 $29,236 - $30,757	1,188 Added 9.73%	13,392 $344,000
Q1 2025 May 14, 2025	SELL	$24.88 - $26.85 $124,847 - $134,733	-5,018 Reduced 29.14%	12,204 $308,000
Q4 2024 Feb 13, 2025	BUY	$26.01 - $28.19 $447,944 - $485,488	17,222 New	17,222 $450,000
Q4 2023 Feb 09, 2024	BUY	$25.76 - $29.16 $15,636 - $17,700	607 Added 4.4%	14,409 $371,000

Q3 2023 Oct 17, 2023	SELL	$27.07 - $28.93 $422,264 - $451,279	-15,599 Reduced 53.06%	13,802 $399,000
Q2 2023 Aug 16, 2023	BUY	$25.84 - $27.71 $759,721 - $814,701	29,401 New	29,401 $813,000
Q1 2023 May 15, 2023	BUY	$25.7 - $29.04 $412,202 - $465,772	16,039 New	16,039 $422,000

Others Institutions Holding DBMF

# of Institutions

216

Shares Held

43.4M

Call Options Held

10.4K

Put Options Held

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Creative One Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History