Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Goldstein Advisors, LLC
- $684 Billion
- Q1 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 1,203,999 shares of DBMF stock, worth $30.6 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
1,203,999
Previous 970,957
24.0%
Holding current value
$30.6 Million
Previous $25.4 Billion
19.74%
% of portfolio
4.45%
Previous 3.69%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
209Shares Held
38.8MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51 Million0.0% of portfolio
-
Naviter Wealth, LLC1.85MShares$47.1 Million5.79% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.8 Million3.37% of portfolio