Modern Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,515 shares of DBMF stock, worth $227,350. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,515Holding current value
$227,350% of portfolio
0.01%Shares
1 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$151 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$65.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$53.5 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.6 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.6 Million3.37% of portfolio