Org Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Org Wealth Partners, LLC holds 23,027 shares of DBMF stock, worth $634,393. This represents 0.22% of its overall portfolio holdings.
Number of Shares
23,027Holding current value
$634,393% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
173Shares Held
26.2MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.1 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$55.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.2 Million0.02% of portfolio
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Naviter Wealth, LLC1.64MShares$45.1 Million7.42% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$35.3 Million4.17% of portfolio