Number of Shares
1.18 Mil
Current Holdings Value*
$29.81 Mil
% of Portfolio
2.56%
Total Estimate Gain
$-1.85 Mil
% of Total Estimate Gain
-3.43%

Litman Gregory Wealth Management LLC's iMGP DBi Managed Futures Strategy ETF Holding Summary

As of 2025-03-31, Litman Gregory Wealth Management LLC held 1.18 Mil shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $29.81 Mil. This investment constitutes 2.56% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds -% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.

The initial trade took place in 2021Q4. And since then Litman Gregory Wealth Management LLC has made 9 purchases of DBMF, at an average price of $27.37, for a total of 1.97 Mil shares. In addition, there have been 5 sales at an average price of $27.41 for 794,319.00 shares. Based on historical transaction data and DBMF's current price of $25.78, Litman Gregory Wealth Management LLC's estimated gain on his DBMF holdings is $-1.85 Mil, reflecting a -3.43% gain to date.

Litman Gregory Wealth Management LLC DBMF ($25.78) Holding Chart

Litman Gregory Wealth Management LLC DBMF ($25.78) 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 %

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