Deane Retirement Strategies, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Deane Retirement Strategies, Inc.
- $231 Million
- Q3 2025
A detailed history of Deane Retirement Strategies, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Deane Retirement Strategies, Inc. holds 215,508 shares of DBMF stock, worth $6.12 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
215,508
Previous 217,648
0.98%
Holding current value
$6.12 Million
Previous $5.6 Million
5.09%
% of portfolio
2.55%
Previous 2.53%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
35.1MCall 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