Matrix Trust CO Litman Gregory Fds Tr Imgp Dbi Transaction History
Matrix Trust CO
- $575 Million
- Q4 2024
A detailed history of Matrix Trust CO transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Matrix Trust CO holds 29,527 shares of DBMF stock, worth $763,568. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,527
Previous 3,948
647.9%
Holding current value
$763,568
Previous $111,000
595.5%
% of portfolio
0.13%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$63.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$38.4 Million3.37% of portfolio