Genesis Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 10,189 shares of DBMF stock, worth $289,469. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,189
Previous 10,189
-0.0%
Holding current value
$289,469
Previous $262 Million
6.14%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.3MCall 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