New Edge Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, New Edge Advisors, LLC holds 25,594 shares of DBMF stock, worth $649,319. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25,594
Previous 11,801
116.88%
Holding current value
$649,319
Previous $331,000
102.11%
% of portfolio
0.0%
Previous 0.0%
Shares
11 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$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.6 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.7 Million3.37% of portfolio