Professional Financial Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Professional Financial Advisors, LLC
- $382 Million
- Q4 2024
A detailed history of Professional Financial Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 155,936 shares of DBMF stock, worth $4.1 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
155,936
Previous 144,508
7.91%
Holding current value
$4.1 Million
Previous $4.07 Million
0.34%
% of portfolio
1.07%
Previous 1.08%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio