Atria Investments LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Atria Investments LLC
- $7.93 Billion
- Q2 2025
A detailed history of Atria Investments LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Atria Investments LLC holds 115,102 shares of DBMF stock, worth $2.96 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
115,102
Previous 120,137
4.19%
Holding current value
$2.96 Million
Previous $3.03 Million
2.41%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
31.7MCall Options Held
23.1KPut Options Held
11.1K-
Morgan Stanley New York, NY2.36MShares$60.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$50.8 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$33 Million4.17% of portfolio
-
Goldstein Advisors, LLC Madison, WI1.18MShares$30.4 Million4.08% of portfolio
-
Litman Gregory Wealth Management LLC1.17MShares$30 Million2.37% of portfolio