Financial Advocates Investment Management Litman Gregory Fds Tr Imgp Dbi Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Financial Advocates Investment Management holds 17,527 shares of DBMF stock, worth $455,000. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,527

Previous 17,727 1.13%

Holding current value

$455,000

Previous $498,000 8.03%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$26.01 - $28.19 $5,202 - $5,638	-200 Reduced 1.13%	17,527 $458,000
Q3 2024 Oct 25, 2024	SELL	$26.82 - $30.58 $6,249 - $7,125	-233 Reduced 1.3%	17,727 $498,000
Q2 2024 Jul 26, 2024	SELL	$28.55 - $30.21 $39,284 - $41,568	-1,376 Reduced 7.12%	17,960 $539,000
Q1 2024 May 01, 2024	SELL	$25.76 - $28.68 $186,579 - $207,729	-7,243 Reduced 27.25%	19,336 $554,000
Q4 2023 Feb 08, 2024	SELL	$25.76 - $29.16 $740,857 - $838,641	-28,760 Reduced 51.97%	26,579 $684,000
Q3 2023 Oct 27, 2023	SELL	$27.07 - $28.93 $909,876 - $972,395	-33,612 Reduced 37.79%	55,339 $1.6 Million
Q2 2023 Aug 07, 2023	SELL	$25.84 - $27.71 $828,327 - $888,271	-32,056 Reduced 26.49%	88,951 $2.46 Million
Q1 2023 May 11, 2023	SELL	$25.7 - $29.04 $430,629 - $486,594	-16,756 Reduced 12.16%	121,007 $3.18 Million
Q4 2022 Feb 14, 2023	SELL	$29.03 - $34.79 $496,180 - $594,630	-17,092 Reduced 11.04%	137,763 $4.01 Million
Q3 2022 Nov 14, 2022	BUY	$30.87 - $34.56 $935,422 - $1.05 Million	30,302 Added 24.33%	154,855 $5.26 Million
Q2 2022 Aug 12, 2022	BUY	$28.85 - $33.33 $3.59 Million - $4.15 Million	124,553 New	124,553 $4.04 Million

Others Institutions Holding DBMF

# of Institutions

207

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Financial Advocates Investment Management Litman Gregory Fds Tr Imgp Dbi Transaction History