Wfa Of San Diego, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 689 shares of DBMF stock, worth $18,623. This represents 0.02% of its overall portfolio holdings.
Number of Shares
689
Previous 689
-0.0%
Holding current value
$18,623
Previous $20,000
5.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio