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

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 23,918 shares of DBMF stock, worth $605,842. This represents 0.15% of its overall portfolio holdings.

Number of Shares

23,918

Previous 23,089 3.59%

Holding current value

$605,842

Previous $662,000 8.46%

% of portfolio

0.15%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$28.55 - $30.21 $23,667 - $25,044	829 Added 3.59%	23,918 $718,000
Q1 2024 Apr 15, 2024	BUY	$25.76 - $28.68 $108,861 - $121,201	4,226 Added 22.4%	23,089 $662,000
Q4 2023 Jan 26, 2024	SELL	$25.76 - $29.16 $22,205 - $25,135	-862 Reduced 4.37%	18,863 $485,000
Q3 2023 Oct 13, 2023	BUY	$27.07 - $28.93 $31,996 - $34,195	1,182 Added 6.37%	19,725 $570,000
Q2 2023 Jul 11, 2023	BUY	$25.84 - $27.71 $8,010 - $8,590	310 Added 1.7%	18,543 $512,000
Q1 2023 Apr 21, 2023	BUY	$25.7 - $29.04 $97,762 - $110,468	3,804 Added 26.36%	18,233 $479,000
Q4 2022 Jan 20, 2023	BUY	$29.03 - $34.79 $43,951 - $52,672	1,514 Added 11.72%	14,429 $0
Q3 2022 Oct 17, 2022	BUY	$30.87 - $34.56 $397,883 - $445,443	12,889 Added 49573.08%	12,915 $442,000
Q2 2022 Aug 03, 2022	BUY	$28.85 - $33.33 $750 - $866	26 New	26 $1,000

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