Vital Stone Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Vital Stone Financial, LLC holds 16,331 shares of DBMF stock, worth $463,963. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,331
Previous 23,918
31.72%
Holding current value
$463,963
Previous $718,000
36.07%
% of portfolio
0.33%
Previous 0.54%
Shares
3 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