New Edge Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 11,801 shares of DBMF stock, worth $318,981. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,801
Previous 13,827
14.65%
Holding current value
$318,981
Previous $415,000
20.24%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio