Legacy Capital Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Legacy Capital Wealth Partners, LLC
- $458 Million
- Q4 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,706 shares of DBMF stock, worth $218,927. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,706Holding current value
$218,927% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
225Shares Held
45.5MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.56MShares$44.2 Million2.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio