New Edge Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, New Edge Advisors, LLC holds 76,211 shares of DBMF stock, worth $2.17 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
76,211
Previous 75,884
0.43%
Holding current value
$2.17 Million
Previous $1.95 Million
6.61%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding DBMF
# of Institutions
215Shares Held
43.8MCall 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