Castleview Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Castleview Partners, LLC
- $112 Million
- Q2 2025
A detailed history of Castleview Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Castleview Partners, LLC holds 49,055 shares of DBMF stock, worth $1.26 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
49,055
Previous 15,055
225.84%
Holding current value
$1.26 Million
Previous $380,000
232.11%
% of portfolio
1.13%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
209Shares Held
31.8MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$126 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.36MShares$60.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$50.6 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$32.8 Million4.17% of portfolio
-
Goldstein Advisors, LLC Madison, WI1.18MShares$30.2 Million4.08% of portfolio