Evelyn Partners Asset Management LTD Litman Gregory Fds Tr Imgp Dbi Transaction History
Evelyn Partners Asset Management LTD
- $443 Billion
- Q3 2025
A detailed history of Evelyn Partners Asset Management LTD transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Evelyn Partners Asset Management LTD holds 362,404 shares of DBMF stock, worth $10.3 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
362,404Holding current value
$10.3 Million% of portfolio
2.23%Shares
1 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
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Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio