Optivise Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Optivise Advisory Services LLC holds 56,300 shares of DBMF stock, worth $1.6 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
56,300
Previous 69,008
18.42%
Holding current value
$1.6 Million
Previous $1.78 Billion
13.41%
% of portfolio
0.91%
Previous 0.91%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
35.1MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$146 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$76.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$53.8 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.6 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$36.5 Million0.01% of portfolio