Axxcess Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,638 shares of DBMF stock, worth $207,371. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,638
Previous 12,610
39.43%
Holding current value
$207,371
Previous $379,000
43.54%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio