Steward Partners Investment Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 7,500 shares of DBMF stock, worth $228,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,500
Previous 13,465 44.3%
Holding current value
$228,000
Previous $347 Million 37.99%
% of portfolio
0.04%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$25.76 - $28.68 $153,658 - $171,076
-5,965 Reduced 44.3%
7,500 $215 Million
Q4 2023

Feb 13, 2024
BUY
$25.76 - $29.16 $346,858 - $392,639
13,465 New
13,465 $347 Million

Others Institutions Holding DBMF

# of Institutions
155
Shares Held
25.6M
Call Options Held
12K
Put Options Held
10K
View Full List

About LITMAN GREGORY FDS TR IMGP DBI

DBMF Quotes by TradingView
  • Ticker DBMF
  • Sector ETFs
  • Industry ETFs
More about DBMF
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email