Genesis Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 10,189 shares of DBMF stock, worth $269,702. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,189Holding current value
$269,702% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
191Shares Held
28.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$65.3 Million0.27% of portfolio
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Envestnet Asset Management Inc1.96MShares$52 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.6 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.3 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.2 Million0.03% of portfolio