Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Twelve Points Wealth Management LLC

  • $337 Million
  • Q4 2024

A detailed history of Twelve Points Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 76,635 shares of DBMF stock, worth $2.03 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
76,635
Previous 44,856 70.85%
Holding current value
$2.03 Million
Previous $1.26 Million 58.92%
% of portfolio
0.59%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$26.01 - $28.19 $826,571 - $895,850
31,779 Added 70.85%
76,635 $2 Million
Q3 2024

Oct 16, 2024
BUY
$26.82 - $30.58 $120,099 - $136,937
4,478 Added 11.09%
44,856 $1.26 Million
Q2 2024

Jul 12, 2024
BUY
$28.55 - $30.21 $77,085 - $81,567
2,700 Added 7.17%
40,378 $1.21 Million
Q1 2024

Apr 15, 2024
SELL
$25.76 - $28.68 $171,741 - $191,209
-6,667 Reduced 15.03%
37,678 $1.08 Million
Q4 2023

Jan 12, 2024
BUY
$25.76 - $29.16 $1.14 Million - $1.29 Million
44,345 New
44,345 $1.14 Million

Others Institutions Holding DBMF

# of Institutions
188
Shares Held
26.4M
Call Options Held
0
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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