Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Goldstein Advisors, LLC
- $744 Billion
- Q2 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 1,180,035 shares of DBMF stock, worth $30.3 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
1,180,035
Previous 1,203,999
1.99%
Holding current value
$30.3 Million
Previous $30.4 Billion
0.17%
% of portfolio
4.08%
Previous 4.45%
Shares
10 transactions
Others Institutions Holding DBMF
# of Institutions
209Shares Held
32MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$126 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.36MShares$60.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$50.6 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$32.8 Million4.17% of portfolio
-
Litman Gregory Wealth Management LLC1.17MShares$29.9 Million2.37% of portfolio