Genesis Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 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 $257,374. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,189
Previous 10,189
-0.0%
Holding current value
$257,374
Previous $267 Million
3.44%
% of portfolio
0.21%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
209Shares Held
36.9MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$143 Million0.01% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio
-
Northwestern Mutual Wealth Management CO1.34MShares$33.7 Million0.03% of portfolio