Number of Shares
472,305.00
Current Holdings Value*
$11.93 Mil
% of Portfolio
2.73%
Total Estimate Gain
$-2.67 Mil
% of Total Estimate Gain
-13.53%

ALM First Financial Advisors, LLC's iMGP DBi Managed Futures Strategy ETF Holding Summary

As of 2025-03-31, ALM First Financial Advisors, LLC held 472,305.00 shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $11.93 Mil. This investment constitutes 2.73% of their stock portfolio, and ALM First Financial Advisors, LLC now holds -% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.

The initial trade took place in 2022Q4. And since then ALM First Financial Advisors, LLC has made 2 purchases of DBMF, at an average price of $30.54, for a total of 645,241.00 shares. In addition, there have been 1 sales at an average price of $28.55 for 172,936.00 shares. Based on historical transaction data and DBMF's current price of $25.62, ALM First Financial Advisors, LLC's estimated gain on his DBMF holdings is $-2.67 Mil, reflecting a -13.53% gain to date.

ALM First Financial Advisors, LLC DBMF ($25.62) Holding Chart

ALM First Financial Advisors, LLC DBMF ($25.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1