Legend Financial Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Legend Financial Advisors, Inc.
- $142 Billion
- Q4 2024
A detailed history of Legend Financial Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 58 shares of DBMF stock, worth $1,480. This represents 0.0% of its overall portfolio holdings.
Number of Shares
58
Previous 58
-0.0%
Holding current value
$1,480
Previous $1.63 Million
7.05%
% of portfolio
0.0%
Previous 0.0%
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$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.4 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio