Trilogy Capital Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Trilogy Capital Inc.
- $1.89 Billion
- Q4 2024
A detailed history of Trilogy Capital Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Trilogy Capital Inc. holds 12,401 shares of DBMF stock, worth $310,769. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,401
Previous 13,782
10.02%
Holding current value
$310,769
Previous $387,000
16.28%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
212Shares 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$61.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.2 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.5 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.2 Million3.37% of portfolio