Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Litman Gregory Wealth Management LLC
- $1.27 Billion
- Q2 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,166,894 shares of DBMF stock, worth $32.2 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
1,166,894
Previous 1,180,213
1.13%
Holding current value
$32.2 Million
Previous $29.8 Million
0.71%
% of portfolio
2.37%
Previous 2.56%
Shares
14 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$142 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$73.9 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$52.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$35.4 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.3 Million4.17% of portfolio