Wealth Enhancement Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 29,668 shares of DBMF stock, worth $842,867. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,668
Previous 34,466
13.92%
Holding current value
$842,867
Previous $886,000
8.58%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.3MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio