Iag Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Iag Wealth Partners, LLC
- $681 Million
- Q2 2025
A detailed history of Iag Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 414,567 shares of DBMF stock, worth $11.2 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
414,567
Previous 345,912
19.85%
Holding current value
$11.2 Million
Previous $8.74 Million
22.08%
% of portfolio
1.57%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$139 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$72.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$51.1 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.29MShares$34.6 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio