Core Cap Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Core Cap Advisors, LLC
- $2.64 Billion
- Q3 2025
A detailed history of Core Cap Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Core Cap Advisors, LLC holds 161,695 shares of DBMF stock, worth $4.59 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
161,695
Previous 129,462
24.9%
Holding current value
$4.59 Million
Previous $3.33 Million
32.54%
% of portfolio
0.17%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio