Upper Left Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 151,882 shares of DBMF stock, worth $3.81 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
151,882Holding current value
$3.81 Million% of portfolio
2.88%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
38.2MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$142 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$61.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.2 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$46.5 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.2 Million3.37% of portfolio