Sterneck Capital Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Sterneck Capital Management, LLC
- $179 Million
- Q1 2025
A detailed history of Sterneck Capital Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 43,319 shares of DBMF stock, worth $1.09 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
43,319
Previous 41,357
4.74%
Holding current value
$1.09 Million
Previous $1.08 Million
1.48%
% of portfolio
0.61%
Previous 0.6%
Shares
9 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