Lws Wealth Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 42,206 shares of DBMF stock, worth $1.2 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
42,206
Previous 39,417
7.08%
Holding current value
$1.2 Million
Previous $1.14 Million
4.57%
% of portfolio
0.43%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
35.1MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$146 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$76.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$53.8 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.6 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$36.5 Million0.01% of portfolio