Uma Financial Services, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Uma Financial Services, Inc. holds 300 shares of DBMF stock, worth $7,788. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300Holding current value
$7,788% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48.2 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$38.5 Million3.37% of portfolio