Optivise Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 75,135 shares of DBMF stock, worth $1.91 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
75,135
Previous 79,434
5.41%
Holding current value
$1.91 Million
Previous $2.23 Billion
12.04%
% of portfolio
1.06%
Previous 1.18%
Shares
3 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$62.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.3 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.8 Million3.37% of portfolio