Legacy Capital Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 18,434 shares of DBMF stock, worth $486,104. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,434Holding current value
$486,104% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
188Shares Held
26.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
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Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio