Vital Stone Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Vital Stone Financial, LLC holds 16,331 shares of DBMF stock, worth $423,789. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,331
Previous 23,918
31.72%
Holding current value
$423,789
Previous $718,000
36.07%
% of portfolio
0.33%
Previous 0.54%
Shares
3 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