Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Financial Solutions, LLC
- $165 Billion
- Q1 2025
A detailed history of Retirement Financial Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 14,222 shares of DBMF stock, worth $357,398. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,222
Previous 16,253
12.5%
Holding current value
$357,398
Previous $425 Million
15.51%
% of portfolio
0.22%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
213Shares 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