Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 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 1,155,798 shares of DBMF stock, worth $32.8 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
1,155,798
Previous 1,166,894
0.95%
Holding current value
$32.8 Million
Previous $30 Million
5.13%
% of portfolio
2.37%
Previous 2.37%
Shares
15 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio