Proactive Wealth Strategies LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 21,433 shares of DBMF stock, worth $545,469. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,433
Previous 22,163
3.29%
Holding current value
$545,469
Previous $623,000
9.95%
% of portfolio
0.29%
Previous 0.35%
Shares
2 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$62.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.3 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.8 Million3.37% of portfolio