Creative One Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative One Wealth, LLC holds 17,222 shares of DBMF stock, worth $436,922. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,222Holding current value
$436,922% of portfolio
0.01%Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.6 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.7 Million3.37% of portfolio