West Chester Capital Advisors, Inc Litman Gregory Fds Tr Imgp Dbi Transaction History
West Chester Capital Advisors, Inc
- $195 Million
- Q3 2025
A detailed history of West Chester Capital Advisors, Inc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 79,480 shares of DBMF stock, worth $2.26 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
79,480Holding current value
$2.26 Million% of portfolio
1.12%Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
216Shares Held
43.4MCall 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