Litman Gregory Wealth Management LLC DBMF Holdings History
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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