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 $779,217. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,527
Previous 3,948
647.9%
Holding current value
$779,217
Previous $111,000
595.5%
% of portfolio
0.13%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
183Shares Held
25.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.9 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.5 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio