Advyzon Investment Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
A detailed history of Advyzon Investment Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 11,415 shares of DBMF stock, worth $324,300. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,415
Previous 10,994
3.83%
Holding current value
$324,300
Previous $283 Million
10.2%
% of portfolio
0.05%
Previous 0.06%
Shares
4 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