Fortress Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Fortress Wealth Group, LLC

$203 Million
Q4 2024

A detailed history of Fortress Wealth Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 243,050 shares of DBMF stock, worth $6.19 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares

243,050

Previous 256,002 5.06%

Holding current value

$6.19 Million

Previous $7.2 Million 11.71%

% of portfolio

3.13%

Previous 3.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$26.01 - $28.19 $336,881 - $365,116	-12,952 Reduced 5.06%	243,050 $6.36 Million
Q3 2024 Nov 08, 2024	SELL	$26.82 - $30.58 $17,754 - $20,243	-662 Reduced 0.26%	256,002 $7.2 Million
Q2 2024 Jul 31, 2024	BUY	$28.55 - $30.21 $495,599 - $524,415	17,359 Added 7.25%	256,664 $7.72 Million
Q1 2024 May 13, 2024	BUY	$25.76 - $28.68 $132,844 - $147,902	5,157 Added 2.2%	239,305 $6.86 Million
Q4 2023 Jan 12, 2024	BUY	$25.76 - $29.16 $729,445 - $825,723	28,317 Added 13.76%	234,148 $6.03 Million
Q3 2023 Oct 12, 2023	BUY	$27.07 - $28.93 $96,883 - $103,540	3,579 Added 1.77%	205,831 $5.95 Million
Q2 2023 Aug 10, 2023	SELL	$25.84 - $27.71 $169,794 - $182,082	-6,571 Reduced 3.15%	202,252 $5.59 Million
Q1 2023 May 12, 2023	BUY	$25.7 - $29.04 $2.15 Million - $2.43 Million	83,522 Added 66.66%	208,823 $5.49 Million
Q4 2022 Feb 07, 2023	BUY	$29.03 - $34.79 $730,075 - $874,933	25,149 Added 25.11%	125,301 $3.65 Million
Q3 2022 Nov 14, 2022	BUY	$30.87 - $34.56 $3.09 Million - $3.46 Million	100,152 New	100,152 $3.4 Million

Others Institutions Holding DBMF

# of Institutions

207

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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Fortress Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History