Aventura Private Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Aventura Private Wealth, LLC

$278 Billion
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Jan 07, 2026	SELL	$25.43 - $27.31 $5,848 - $6,281	-230 Closed	0 $0
Q2 2025 Jan 07, 2026	BUY	$24.61 - $25.89 $5,660 - $5,954	230 New	230 $5.92 Million

Others Institutions Holding DBMF

# of Institutions

215

Shares Held

43.8M

Call Options Held

10.4K

Put Options Held

0

Morgan Stanley New York, NY

7.7M
Shares

$219 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

5.28M
Shares

$150 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.97M
Shares

$55.9 Million
0.04% of portfolio
Parcion Private Wealth LLC Bellevue, WA

1.54M
Shares

$43.7 Million
2.78% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.37M
Shares

$38.9 Million
0.01% of portfolio

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
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