Parcion Private Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Parcion Private Wealth LLC
- $1.27 Billion
- Q4 2024
A detailed history of Parcion Private Wealth LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Parcion Private Wealth LLC holds 1,216,261 shares of DBMF stock, worth $32 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
1,216,261Holding current value
$32 Million% of portfolio
2.5%Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
193Shares Held
28.8MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$64.9 Million0.27% of portfolio
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Envestnet Asset Management Inc1.96MShares$51.7 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.1 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35 Million0.03% of portfolio