Creekmur Asset Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Creekmur Asset Management LLC
- $437 Billion
- Q4 2024
A detailed history of Creekmur Asset Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creekmur Asset Management LLC holds 565 shares of DBMF stock, worth $14,842. This represents 0.0% of its overall portfolio holdings.
Number of Shares
565
Previous 680
16.91%
Holding current value
$14,842
Previous $19.1 Million
22.85%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio