Visionary Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Visionary Wealth Advisors holds 43,441 shares of DBMF stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
43,441
Previous 50,817
14.51%
Holding current value
$1.23 Million
Previous $1.28 Million
12.94%
% of portfolio
0.06%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
35.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$146 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$76.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$53.8 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.6 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$36.5 Million0.01% of portfolio