Tria Gen Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 24,962 shares of DBMF stock, worth $739,873. This represents 0.32% of its overall portfolio holdings.
Number of Shares
24,962Holding current value
$739,873% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
154Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$110 Million0.01% of portfolio
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Miracle Mile Advisors, LLC2.23MShares$66 Million1.64% of portfolio
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Envestnet Asset Management Inc1.79MShares$52.9 Million0.02% of portfolio
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Naviter Wealth, LLC1.51MShares$44.9 Million7.2% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$38 Million4.17% of portfolio