Private Trust CO Na Litman Gregory Fds Tr Imgp Dbi Transaction History
Private Trust CO Na
- $944 Million
- Q4 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 2,454 shares of DBMF stock, worth $64,957. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,454
Previous 2,315
6.0%
Holding current value
$64,957
Previous $65,000
1.54%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
193Shares Held
29.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$65.3 Million0.27% of portfolio
-
Envestnet Asset Management Inc1.96MShares$52 Million0.02% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.2 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.3 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.2 Million0.03% of portfolio