SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBMF Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s iMGP DBi Managed Futures Strategy ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 563,590.00 shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $14.24 Mil. This investment constitutes 4.36% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds -% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.
The initial trade took place in 2022Q3. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 8 purchases of DBMF, at an average price of $29.28, for a total of 950,724.00 shares. In addition, there have been 3 sales at an average price of $27.63 for 387,134.00 shares. Based on historical transaction data and DBMF's current price of $25.75, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his DBMF holdings is $-2.63 Mil, reflecting a -9.44% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBMF ($25.75) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBMF ($25.75) 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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