Pinnacle Family Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Pinnacle Family Advisors, LLC
- $201 Million
- Q3 2025
A detailed history of Pinnacle Family Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 18,903 shares of DBMF stock, worth $537,034. This represents 0.26% of its overall portfolio holdings.
Number of Shares
18,903
Previous 17,684
6.89%
Holding current value
$537,034
Previous $455,000
13.41%
% of portfolio
0.26%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio