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

Fortress Wealth Group, LLC

$194 Million
Q2 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 256,664 shares of DBMF stock, worth $6.92 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

256,664

Previous 239,305 7.25%

Holding current value

$6.92 Million

Previous $6.86 Million 12.41%

% of portfolio

3.97%

Previous 3.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

174

Shares Held

25.9M

Call Options Held

1.9K

Put Options Held

6.2K

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

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