Sage Private Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Sage Private Wealth Group, LLC
- $133 Million
- Q4 2024
A detailed history of Sage Private Wealth Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 417,169 shares of DBMF stock, worth $10.6 Million. This represents 8.2% of its overall portfolio holdings.
Number of Shares
417,169
Previous 392,655
6.24%
Holding current value
$10.6 Million
Previous $11 Million
1.2%
% of portfolio
8.2%
Previous 8.7%
Shares
10 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.7 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio