Lpl Financial LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lpl Financial LLC holds 5,156,988 shares of DBMF stock, worth $133 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,156,988
Previous 4,907,416
5.09%
Holding current value
$133 Million
Previous $124 Million
7.04%
% of portfolio
0.05%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding DBMF
# of Institutions
206Shares Held
32.2MCall Options Held
23.1KPut Options Held
11.1K-
Morgan Stanley New York, NY2.36MShares$60.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$48.8 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$33 Million4.17% of portfolio
-
Goldstein Advisors, LLC Madison, WI1.18MShares$30.4 Million4.08% of portfolio
-
Litman Gregory Wealth Management LLC1.17MShares$30 Million2.37% of portfolio