Iams Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
36.7MCall Options Held
4.1KPut Options Held
800-
Lpl Financial LLC Fort Mill, SC4.91MShares$124 Million0.05% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
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Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$49.9 Million0.04% of portfolio
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Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio