Iag Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Iag Wealth Partners, LLC
- $743 Million
- Q3 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 535,932 shares of DBMF stock, worth $15.2 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
535,932
Previous 414,567
29.28%
Holding current value
$15.2 Million
Previous $10.7 Million
37.22%
% of portfolio
1.97%
Previous 1.57%
Shares
3 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
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio