Alm First Financial Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Alm First Financial Advisors, LLC
- $439 Million
- Q1 2025
A detailed history of Alm First Financial Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Alm First Financial Advisors, LLC holds 472,305 shares of DBMF stock, worth $11.9 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
472,305
Previous 432,128
9.3%
Holding current value
$11.9 Million
Previous $11.3 Million
5.54%
% of portfolio
2.72%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
209Shares Held
36.9MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$143 Million0.01% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio
-
Northwestern Mutual Wealth Management CO1.34MShares$33.7 Million0.03% of portfolio