Lpl Financial LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
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 292,045 shares of DBMF stock, worth $7.67 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
292,045
Previous 311,066
6.11%
Holding current value
$7.67 Million
Previous $8.75 Million
12.7%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio