Parcion Private Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Parcion Private Wealth LLC
- $1.19 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
213Shares Held
36.2MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$126 Million0.05% of portfolio
-
Cwm, LLC2.78MShares$71.4 Million0.28% of portfolio
-
Morgan Stanley New York, NY2.36MShares$60.7 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO1.97MShares$50.7 Million0.04% of portfolio
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Naviter Wealth, LLC1.85MShares$47.6 Million5.79% of portfolio