Number of Shares
563,590.00
Current Holdings Value*
$14.24 Mil
% of Portfolio
4.36%
Total Estimate Gain
$-2.63 Mil
% of Total Estimate Gain
-9.44%

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 %

Top Ranked Articles

  • 1