Deane Retirement Strategies, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Deane Retirement Strategies, Inc.
- $208 Million
- Q1 2025
A detailed history of Deane Retirement Strategies, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Deane Retirement Strategies, Inc. holds 696 shares of DBMF stock, worth $17,574. This represents 0.01% of its overall portfolio holdings.
Number of Shares
696
Previous 406
71.43%
Holding current value
$17,574
Previous $10,000
70.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
38.6MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$143 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.3 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.9 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.5 Million3.37% of portfolio