Geo Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Geo Wealth Management, LLC holds 22,083 shares of DBMF stock, worth $571,066. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,083

Previous 16 137918.75%

Holding current value

$571,066

Previous $0 Infinity%

% of portfolio

0.02%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.01 - $28.19 $573,962 - $622,068	22,067 Added 137918.75%	22,083 $577,000
Q3 2024 Nov 12, 2024	SELL	$26.82 - $30.58 $1.85 Million - $2.11 Million	-68,975 Reduced 99.98%	16 $0
Q2 2024 Aug 12, 2024	BUY	$28.55 - $30.21 $944,291 - $999,195	33,075 Added 92.09%	68,991 $2.07 Million
Q1 2024 May 15, 2024	SELL	$25.76 - $28.68 $925,196 - $1.03 Million	-35,916 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$25.76 - $28.68 $852,424 - $949,049	33,091 Added 1171.36%	35,916 $1.03 Million
Q4 2023 Feb 13, 2024	BUY	$25.76 - $29.16 $6,620 - $7,494	257 Added 10.01%	2,825 $72,000
Q3 2023 Nov 13, 2023	SELL	$27.07 - $28.93 $63,425 - $67,782	-2,343 Reduced 47.71%	2,568 $74,000
Q2 2023 Aug 10, 2023	BUY	$25.84 - $27.71 $126,900 - $136,083	4,911 New	4,911 $135,000

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
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History