Matrix Trust CO Litman Gregory Fds Tr Imgp Dbi Transaction History
Matrix Trust CO
- $593 Million
- Q1 2025
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 41,628 shares of DBMF stock, worth $1.04 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
41,628
Previous 29,527
40.98%
Holding current value
$1.04 Million
Previous $772,000
36.27%
% of portfolio
0.18%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
38.2MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$142 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$61.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.2 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.5 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.2 Million3.37% of portfolio