Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Twelve Points Wealth Management LLC
- $364 Million
- Q2 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 66,857 shares of DBMF stock, worth $1.84 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
66,857
Previous 66,797
0.09%
Holding current value
$1.84 Million
Previous $1.69 Million
1.96%
% of portfolio
0.47%
Previous 0.47%
Shares
7 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