Principia Wealth Advisory, LLC DBMF Holdings History
Principia Wealth Advisory, LLC's iMGP DBi Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, Principia Wealth Advisory, LLC held 213,149.00 shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $5.35 Mil. This investment constitutes 5.12% of their stock portfolio, and Principia Wealth Advisory, LLC now holds -% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.
The initial trade took place in 2024Q4. And since then Principia Wealth Advisory, LLC has made 1 purchases of DBMF, at an average price of $27.08, for a total of 213,149.00 shares. Based on historical transaction data and DBMF's current price of $25.87, Principia Wealth Advisory, LLC's estimated gain on his DBMF holdings is $-257,188.55, reflecting a -4.46% gain to date.
Principia Wealth Advisory, LLC DBMF ($25.87) Holding Chart
Principia Wealth Advisory, LLC DBMF ($25.87) 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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