Trajan Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trajan Wealth LLC
- $1.83 Trillion
- Q1 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 29,917 shares of DBMF stock, worth $754,506. This represents 0.04% of its overall portfolio holdings.
Number of Shares
29,917
Previous 35,308
15.27%
Holding current value
$754,506
Previous $924 Million
18.18%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
213Shares Held
36.2MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$124 Million0.05% of portfolio
-
Cwm, LLC2.78MShares$70.1 Million0.28% of portfolio
-
Morgan Stanley New York, NY2.36MShares$59.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$49.8 Million0.04% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.7 Million5.79% of portfolio