Northwest Capital Management Inc Litman Gregory Fds Tr Imgp Dbi Transaction History
Northwest Capital Management Inc
- $225 Million
- Q4 2024
A detailed history of Northwest Capital Management Inc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Northwest Capital Management Inc holds 308 shares of DBMF stock, worth $8,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 230
33.91%
Holding current value
$8,140
Previous $6,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
203Shares Held
36.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.67MShares$150 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$65.2 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.9 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio