Trajan Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trajan Wealth LLC holds 37,937 shares of DBMF stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
37,937
Previous 45,013
15.72%
Holding current value
$1.03 Million
Previous $1.35 Billion
21.13%
% of portfolio
0.06%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio