Live Oak Investment Partners Litman Gregory Fds Tr Imgp Dbi Transaction History
Live Oak Investment Partners
- $123 Million
- Q1 2025
A detailed history of Live Oak Investment Partners transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Live Oak Investment Partners holds 115,766 shares of DBMF stock, worth $2.92 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
115,766
Previous 90,990
27.23%
Holding current value
$2.92 Million
Previous $2.38 Million
22.86%
% of portfolio
2.38%
Previous 1.89%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
213Shares Held
36.1MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$124 Million0.05% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY2.36MShares$59.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$49.9 Million0.04% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio