Wealth Enhancement Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 45,475 shares of DBMF stock, worth $1.15 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

45,475

Previous 34,660 31.2%

Holding current value

$1.15 Million

Previous $906,000 31.24%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$26.01 - $28.19 $281,298 - $304,874	10,815 Added 31.2%	45,475 $1.19 Million
Q3 2024 Oct 23, 2024	SELL	$26.82 - $30.58 $55,195 - $62,933	-2,058 Reduced 5.6%	34,660 $974,000
Q2 2024 Jul 16, 2024	BUY	$28.55 - $30.21 $217,608 - $230,260	7,622 Added 26.2%	36,718 $1.1 Million
Q1 2024 Apr 15, 2024	SELL	$25.76 - $28.68 $453,092 - $504,452	-17,589 Reduced 37.68%	29,096 $834,000
Q4 2023 Jan 30, 2024	BUY	$25.76 - $29.16 $518,857 - $587,340	20,142 Added 75.88%	46,685 $1.2 Million
Q3 2023 Nov 13, 2023	BUY	$27.07 - $28.93 $143,362 - $153,213	5,296 Added 24.93%	26,543 $767,000
Q2 2023 Jul 21, 2023	SELL	$25.84 - $27.71 $301,759 - $323,597	-11,678 Reduced 35.47%	21,247 $587,000
Q1 2023 Apr 25, 2023	BUY	$25.7 - $29.04 $846,172 - $956,142	32,925 New	32,925 $865,000

Others Institutions Holding DBMF

# of Institutions

207

Shares Held

37.7M

Call Options Held

4.1K

Put Options Held

800

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History