Genesis Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 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 $289,163. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,189
Previous 10,189
-0.0%
Holding current value
$289,163
Previous $257 Million
1.86%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
35.3MCall 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