Genesis Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Genesis Wealth Advisors, LLC
- $115 Billion
- Q4 2024
A detailed history of Genesis Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 10,189 shares of DBMF stock, worth $258,494. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,189Holding current value
$258,494% of portfolio
0.23%Shares
1 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$62.6 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.8 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$47.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.7 Million3.37% of portfolio