Org Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Org Wealth Partners, LLC holds 26,030 shares of DBMF stock, worth $654,133. This represents 0.3% of its overall portfolio holdings.

Number of Shares
26,030
Previous 20,278 28.37%
Holding current value
$654,133
Previous $530,000 23.96%
% of portfolio
0.3%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$24.88 - $26.85 $143,109 - $154,441
5,752 Added 28.37%
26,030 $657,000
Q4 2024

Jan 10, 2025
SELL
$26.01 - $28.19 $71,501 - $77,494
-2,749 Reduced 11.94%
20,278 $530,000
Q3 2024

Oct 11, 2024
BUY
$26.82 - $30.58 $617,584 - $704,165
23,027 New
23,027 $648 Million

Others Institutions Holding DBMF

# of Institutions
210
Shares Held
38.6M
Call Options Held
4.1K
Put Options Held
800
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email