LWS Wealth Advisors’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History
Bought
Maintained
Sold
Other funds holding DBMF
MMA
GA
LGWM
VA
CPCM
LWS Wealth Advisors's DBMF Position: Q4 2023 in Review
LWS Wealth Advisors increased its iMGP DBi Managed Futures Strategy ETF (DBMF) stake by 7.1% in Q4 2023, buying an estimated $77.4K and bringing the position to 42,206 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #31.
LWS Wealth Advisors first reported a position in DBMF in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.14M in Q3 2023. 131 funds tracked by Wall St. Rank hold DBMF as of Q4 2023.
- LWS Wealth Advisors held 42,206 shares of iMGP DBi Managed Futures Strategy ETF worth $1.09M as of Q4 2023.
- LWS Wealth Advisors bought 2,789 iMGP DBi Managed Futures Strategy ETF shares in Q4 2023, an estimated $77.4K.
- iMGP DBi Managed Futures Strategy ETF made up 0.41% of LWS Wealth Advisors's portfolio in Q4 2023, its #31 holding.
- LWS Wealth Advisors first reported a position in iMGP DBi Managed Futures Strategy ETF in Q3 2023 and has held it in 2 quarters since.
- LWS Wealth Advisors's iMGP DBi Managed Futures Strategy ETF position peaked at $1.14M in Q3 2023.
- 131 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q4 2023.
Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.