Naviter Wealth, LLC DBMF Holdings History

Number of Shares
1.85 Mil
Current Holdings Value*
$47.23 Mil
% of Portfolio
5.72%
Total Estimate Gain
$-4.98 Mil
% of Total Estimate Gain
-5.77%

Naviter Wealth, LLC's iMGP DBi Managed Futures Strategy ETF Holding Summary

As of 2025-03-31, Naviter Wealth, LLC held 1.85 Mil shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $47.23 Mil. This investment constitutes 5.72% of their stock portfolio, and Naviter Wealth, LLC now holds -% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.

The initial trade took place in 2022Q4. And since then Naviter Wealth, LLC has made 7 purchases of DBMF, at an average price of $28.17, for a total of 3.06 Mil shares. In addition, there have been 3 sales at an average price of $27.81 for 1.21 Mil shares. Based on historical transaction data and DBMF's current price of $25.72, Naviter Wealth, LLC's estimated gain on his DBMF holdings is $-4.98 Mil, reflecting a -5.77% gain to date.

Naviter Wealth, LLC DBMF ($25.72) Holding Chart

Naviter Wealth, LLC DBMF ($25.72) 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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