Simplicity Wealth,Llc Litman Gregory Fds Tr Imgp Dbi Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 21,958 shares of DBMF stock, worth $623,826. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,958
Previous 28,924
24.08%
Holding current value
$623,826
Previous $744,000
19.49%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.3MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio