Wfa Of San Diego, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 689 shares of DBMF stock, worth $17,466. This represents 0.02% of its overall portfolio holdings.
Number of Shares
689
Previous 689
-0.0%
Holding current value
$17,466
Previous $20,000
5.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio