Optivise Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Optivise Advisory Services LLC holds 44,105 shares of DBMF stock, worth $1.25 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
44,105
Previous 56,300
21.66%
Holding current value
$1.25 Million
Previous $1.54 Billion
19.51%
% of portfolio
0.71%
Previous 0.91%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
218Shares Held
44.3MCall 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