Trek Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Trek Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trek Financial, LLC holds 25,225 shares of DBMF stock, worth $679,813. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,225Holding current value
$679,813% of portfolio
0.06%Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio