Proactive Wealth Strategies LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 19,646 shares of DBMF stock, worth $558,142. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,646
Previous 19,545 0.52%
Holding current value
$558,142
Previous $503,000 6.56%
% of portfolio
0.25%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$25.43 - $27.31 $2,568 - $2,758
101 Added 0.52%
19,646 $536,000
Q2 2025

Aug 13, 2025
SELL
$24.61 - $25.89 $50,179 - $52,789
-2,039 Reduced 9.45%
19,545 $503,000
Q1 2025

Apr 23, 2025
BUY
$24.88 - $26.85 $3,756 - $4,054
151 Added 0.7%
21,584 $545,000
Q4 2024

Jan 31, 2025
SELL
$26.01 - $28.19 $18,987 - $20,578
-730 Reduced 3.29%
21,433 $561,000
Q3 2024

Nov 04, 2024
BUY
$26.82 - $30.58 $594,411 - $677,744
22,163 New
22,163 $623,000

Others Institutions Holding DBMF

# of Institutions
217
Shares Held
43.4M
Call Options Held
10.4K
Put Options Held
0
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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