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

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 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 17,727 shares of DBMF stock, worth $474,551. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,727
Previous 17,960 1.3%
Holding current value
$474,551
Previous $539,000 7.61%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
178
Shares Held
24.9M
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
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More about DBMF
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