Trilogy Capital Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Trilogy Capital Inc.
- $1.92 Billion
- Q3 2024
A detailed history of Trilogy Capital Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trilogy Capital Inc. holds 13,782 shares of DBMF stock, worth $375,559. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,782
Previous 14,097
2.23%
Holding current value
$375,559
Previous $423,000
8.51%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.5 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.9 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.3 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.9 Million4.17% of portfolio