Sowell Financial Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sowell Financial Services LLC holds 79,519 shares of DBMF stock, worth $2.15 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
79,519
Previous 67,034
18.62%
Holding current value
$2.15 Million
Previous $2.02 Million
10.97%
% of portfolio
0.11%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio