Private Trust CO Na Litman Gregory Fds Tr Imgp Dbi Transaction History
Private Trust CO Na
- $944 Million
- Q4 2024
A detailed history of Private Trust CO Na transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Private Trust CO Na holds 2,454 shares of DBMF stock, worth $63,705. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,454
Previous 2,315
6.0%
Holding current value
$63,705
Previous $65,000
1.54%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.2 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$38.5 Million3.37% of portfolio