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 $63,083. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,315
Previous 2,315
-0.0%
Holding current value
$63,083
Previous $69,000
5.8%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.5 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.9 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.3 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.9 Million4.17% of portfolio