Parcion Private Wealth LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Parcion Private Wealth LLC
- $2.12 Billion
- Q4 2025
A detailed history of Parcion Private Wealth LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Parcion Private Wealth LLC holds 1,556,637 shares of DBMF stock, worth $44.2 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
1,556,637
Previous 1,536,734
1.3%
Holding current value
$44.2 Million
Previous $42 Million
5.38%
% of portfolio
2.09%
Previous 2.78%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
225Shares Held
45.5MCall 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
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$36.4 Million4.17% of portfolio