Geo Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Geo Wealth Management, LLC holds 16 shares of DBMF stock, worth $431. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 68,991
99.98%
Holding current value
$431
Previous $2.07 Million
100.0%
% of portfolio
0.0%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio