Trajan Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
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 35,308 shares of DBMF stock, worth $927,541. This represents 0.05% of its overall portfolio holdings.
Number of Shares
35,308
Previous 37,937
6.93%
Holding current value
$927,541
Previous $1.07 Billion
13.45%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio