Trajan Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trajan Wealth LLC holds 20,195 shares of DBMF stock, worth $573,739. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,195
Previous 25,272
20.09%
Holding current value
$573,739
Previous $650 Million
15.18%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall 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