A&I Financial Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
A&I Financial Services, LLC
- $205 Billion
- Q3 2025
A detailed history of A&I Financial Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, A&I Financial Services, LLC holds 328,690 shares of DBMF stock, worth $9.33 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
328,690
Previous 222,129
47.97%
Holding current value
$9.33 Million
Previous $5.72 Billion
57.63%
% of portfolio
4.4%
Previous 3.23%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
35.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$146 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$76.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$53.8 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.6 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$36.5 Million0.01% of portfolio