Burt Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Burt Wealth Advisors holds 21,460 shares of DBMF stock, worth $552,595. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,460
Previous 11,901
80.32%
Holding current value
$552,595
Previous $300,000
84.0%
% of portfolio
0.13%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
212Shares Held
36.2MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$126 Million0.05% of portfolio
-
Cwm, LLC2.78MShares$71.6 Million0.28% of portfolio
-
Morgan Stanley New York, NY2.36MShares$60.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$50.8 Million0.04% of portfolio
-
Naviter Wealth, LLC1.85MShares$47.7 Million5.79% of portfolio