Kestra Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Kestra Advisory Services, LLC
- $17.2 Billion
- Q4 2024
A detailed history of Kestra Advisory Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 29,775 shares of DBMF stock, worth $760,155. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,775
Previous 9,595
210.32%
Holding current value
$760,155
Previous $269,000
189.22%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$63 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.4 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio