Austin Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Austin Wealth Management, LLC
- $482 Billion
- Q4 2024
A detailed history of Austin Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Austin Wealth Management, LLC holds 377,344 shares of DBMF stock, worth $9.57 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
377,344
Previous 319,838
17.98%
Holding current value
$9.57 Million
Previous $8.92 Billion
13.11%
% of portfolio
2.09%
Previous 1.96%
Shares
6 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$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio