Parcion Private Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Parcion Private Wealth LLC
- $1.87 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$139 Million0.05% of portfolio
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Morgan Stanley New York, NY2.68MShares$72.2 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO1.9MShares$51.1 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.29MShares$34.6 Million0.01% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio