Sterneck Capital Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Sterneck Capital Management, LLC
- $191 Million
- Q2 2025
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 44,052 shares of DBMF stock, worth $1.13 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
44,052
Previous 43,319
1.69%
Holding current value
$1.13 Million
Previous $1.1 Million
3.28%
% of portfolio
0.59%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$133 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$69 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$48.8 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$33.1 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$33 Million4.17% of portfolio