New Wave Wealth Advisors LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,564 shares of DBMF stock, worth $64,946. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,564Holding current value
$64,946% of portfolio
0.03%Shares
1 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$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.7 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$47 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio