N.E.W. Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 32 shares of DBMF stock, worth $829. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$829

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$24.88 - $26.85 $796 - $859	32 New	32 $0

Others Institutions Holding DBMF

# of Institutions

213

Shares Held

33.5M

Call Options Held

23.1K

Put Options Held

11.1K

Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$127 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.36M
Shares

$61.2 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

1.97M
Shares

$51.2 Million
0.04% of portfolio
Naviter Wealth, LLC

1.85M
Shares

$48 Million
5.79% of portfolio
Beaumont Financial Partners, LLC

1.28M
Shares

$33.2 Million
4.17% of portfolio

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About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

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N.E.W. Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History