Visionary Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History

Visionary Wealth Advisors

$1.96 Billion
Q3 2025

A detailed history of Visionary Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Visionary Wealth Advisors holds 29,696 shares of DBMF stock, worth $843,663. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,696

Previous 43,441 31.64%

Holding current value

$843,663

Previous $1.12 Million 27.48%

% of portfolio

0.04%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$25.43 - $27.31 $349,535 - $375,375	-13,745 Reduced 31.64%	29,696 $810,000
Q2 2025 Aug 13, 2025	SELL	$24.61 - $25.89 $181,523 - $190,964	-7,376 Reduced 14.51%	43,441 $1.12 Million
Q1 2025 May 14, 2025	BUY	$24.88 - $26.85 $33,090 - $35,710	1,330 Added 2.69%	50,817 $1.28 Million
Q4 2024 Feb 13, 2025	BUY	$26.01 - $28.19 $141,390 - $153,240	5,436 Added 12.34%	49,487 $1.29 Million
Q3 2024 Nov 12, 2024	BUY	$26.82 - $30.58 $115,996 - $132,258	4,325 Added 10.89%	44,051 $1.24 Million

Q2 2024 Aug 13, 2024	BUY	$28.55 - $30.21 $328,924 - $348,049	11,521 Added 40.85%	39,726 $1.19 Million
Q1 2024 May 15, 2024	BUY	$25.76 - $28.68 $118,753 - $132,214	4,610 Added 19.54%	28,205 $808,000
Q4 2023 Feb 14, 2024	BUY	$25.76 - $29.16 $35,651 - $40,357	1,384 Added 6.23%	23,595 $607,000
Q3 2023 Nov 13, 2023	BUY	$27.07 - $28.93 $191,818 - $204,997	7,086 Added 46.85%	22,211 $641,000
Q2 2023 Aug 11, 2023	BUY	$25.84 - $27.71 $390,830 - $419,113	15,125 New	15,125 $417,000

Others Institutions Holding DBMF

# of Institutions

215

Shares Held

43.8M

Call Options Held

10.4K

Put Options Held

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
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Visionary Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History