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
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