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
210Shares Held
38.5MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$143 Million0.01% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio
-
Northwestern Mutual Wealth Management CO1.34MShares$33.7 Million0.03% of portfolio