Private Trust CO Na Litman Gregory Fds Tr Imgp Dbi Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
A detailed history of Private Trust CO Na transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Private Trust CO Na holds 2,315 shares of DBMF stock, worth $62,736. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,315
Previous 2,315
-0.0%
Holding current value
$62,736
Previous $69,000
5.8%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
178Shares Held
24MCall Options Held
1.9KPut Options Held
6.2K-
Cwm, LLC2.03MShares$55 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.2 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.6 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.7 Million4.17% of portfolio