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

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

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 20,278 shares of DBMF stock, worth $526,416. This represents 0.38% of its overall portfolio holdings.

Number of Shares
20,278
Previous 23,027 11.94%
Holding current value
$526,416
Previous $648 Million 99.92%
% of portfolio
0.38%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
207
Shares Held
37.7M
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
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