Sterneck Capital Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Sterneck Capital Management, LLC
- $179 Million
- Q3 2024
A detailed history of Sterneck Capital Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 42,977 shares of DBMF stock, worth $1.19 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
42,977
Previous 47,787
10.07%
Holding current value
$1.19 Million
Previous $1.44 Million
15.88%
% of portfolio
0.67%
Previous 0.83%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.6 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.4 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.4 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio