Captrust Financial Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Captrust Financial Advisors holds 81,817 shares of DBMF stock, worth $2.32 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
81,817
Previous 100,390
18.5%
Holding current value
$2.32 Million
Previous $2.54 Million
16.96%
% of portfolio
0.0%
Previous 0.01%
Shares
9 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