Upper Left Wealth Management, LLC DBMF Holdings History
Upper Left Wealth Management, LLC's iMGP DBi Managed Futures Strategy ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 181,056.00 shares of iMGP DBi Managed Futures Strategy ETF(DBMF), totaling $4.66 Mil. This investment constitutes 3.11% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.39% of the outstanding iMGP DBi Managed Futures Strategy ETF(DBMF) stock.
The initial trade took place in 2025Q1. And since then Upper Left Wealth Management, LLC has made 2 purchases of DBMF, at an average price of $25.94, for a total of 181,056.00 shares. Based on historical transaction data and DBMF's current price of $25.69, Upper Left Wealth Management, LLC's estimated gain on his DBMF holdings is $-46,045.56, reflecting a -0.98% gain to date.
Upper Left Wealth Management, LLC DBMF ($25.69) Holding Chart
Upper Left Wealth Management, LLC DBMF ($25.69) 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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