Geo Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 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 68,991 shares of DBMF stock, worth $1.94 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
68,991
Previous 35,916
92.09%
Holding current value
$1.94 Million
Previous $1.03 Million
101.26%
% of portfolio
0.09%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$92.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$53.4 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$46.1 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.9 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$36.1 Million4.17% of portfolio