Swan Capital LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Swan Capital LLC
- $205 Billion
- Q4 2024
A detailed history of Swan Capital LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Swan Capital LLC holds 1 shares of DBMF stock, worth $25. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 30
96.67%
Holding current value
$25
Previous $851,000
96.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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