Org Partners LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Org Partners LLC
- $338 Million
- Q1 2025
A detailed history of Org Partners LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Org Partners LLC holds 13,817 shares of DBMF stock, worth $347,221. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,817
Previous 7,684
79.82%
Holding current value
$347,221
Previous $201,000
73.63%
% of portfolio
0.1%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
38.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$142 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.3 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.7 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.3 Million3.37% of portfolio