Wfa Of San Diego, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 136 shares of DBMF stock, worth $3,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 689 80.26%
Holding current value
$3,863
Previous $19,000 84.21%
% of portfolio
0.0%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.61 - $25.89 $13,609 - $14,317
-553 Reduced 80.26%
136 $3,000
Q2 2024

Aug 14, 2024
BUY
$28.55 - $30.21 $2,598 - $2,749
91 Added 15.22%
689 $20,000
Q3 2023

Nov 02, 2023
SELL
$27.07 - $28.93 $4,060 - $4,339
-150 Reduced 20.05%
598 $17,000
Q2 2023

Aug 10, 2023
BUY
$25.84 - $27.71 $19,328 - $20,727
748 New
748 $20,000
Q4 2022

Jan 31, 2023
BUY
$29.03 - $34.79 $20,437 - $24,492
704 New
704 $20,000

Others Institutions Holding DBMF

# of Institutions
224
Shares Held
45.2M
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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