Beacon Harbor Wealth Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $414 Million
- Q4 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 437,012 shares of DBMF stock, worth $12.4 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
437,012Holding current value
$12.4 Million% of portfolio
3.0%Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
221Shares Held
44.6MCall 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