Trajan Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trajan Wealth LLC
- $2.04 Trillion
- Q2 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 25,272 shares of DBMF stock, worth $696,496. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,272
Previous 29,917
15.53%
Holding current value
$696,496
Previous $756 Million
13.95%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$142 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$73.9 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$52.3 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$35.4 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.3 Million4.17% of portfolio