Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Goldstein Advisors, LLC
- $823 Billion
- Q3 2025
A detailed history of Goldstein Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Goldstein Advisors, LLC holds 1,071,181 shares of DBMF stock, worth $30.4 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
1,071,181
Previous 1,180,035
9.22%
Holding current value
$30.4 Million
Previous $30.4 Billion
3.65%
% of portfolio
3.56%
Previous 4.08%
Shares
11 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall 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
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Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio