Vital Stone Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Vital Stone Financial, LLC holds 16,331 shares of DBMF stock, worth $440,283. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,331
Previous 23,918
31.72%
Holding current value
$440,283
Previous $718,000
36.07%
% of portfolio
0.33%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio