Sound Financial Strategies Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Sound Financial Strategies Group, LLC

$109 Million
Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 150,670 shares of DBMF stock, worth $3.85 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares

150,670

Previous 159,175 5.34%

Holding current value

$3.85 Million

Previous $4.48 Million 11.97%

% of portfolio

3.6%

Previous 3.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$26.01 - $28.19 $221,215 - $239,755	-8,505 Reduced 5.34%	150,670 $3.94 Million
Q3 2024 Nov 12, 2024	SELL	$26.82 - $30.58 $17,862 - $20,366	-666 Reduced 0.42%	159,175 $4.48 Million
Q2 2024 Aug 12, 2024	SELL	$28.55 - $30.21 $215,209 - $227,722	-7,538 Reduced 4.5%	159,841 $4.8 Million
Q1 2024 May 13, 2024	BUY	$25.76 - $28.68 $283 - $315	11 Added 0.01%	167,379 $4.8 Million
Q4 2023 Feb 02, 2024	BUY	$25.76 - $29.16 $4.31 Million - $4.88 Million	167,368 New	167,368 $4.31 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

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Account

Sound Financial Strategies Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History