Leelyn Smith, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Leelyn Smith, LLC
- $547 Million
- Q4 2024
A detailed history of Leelyn Smith, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Leelyn Smith, LLC holds 226,171 shares of DBMF stock, worth $5.94 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
226,171
Previous 226,396
0.1%
Holding current value
$5.94 Million
Previous $6.37 Million
7.1%
% of portfolio
1.08%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio