Org Wealth Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Org Wealth Partners, LLC holds 20,278 shares of DBMF stock, worth $534,933. This represents 0.38% of its overall portfolio holdings.
Number of Shares
20,278
Previous 23,027
11.94%
Holding current value
$534,933
Previous $648 Million
99.92%
% of portfolio
0.38%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
182Shares Held
25.7MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio