Worth Asset Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Worth Asset Management, LLC
- $212 Million
- Q4 2025
A detailed history of Worth Asset Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Worth Asset Management, LLC holds 114,036 shares of DBMF stock, worth $3.24 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
114,036
Previous 8,290
1275.59%
Holding current value
$3.24 Million
Previous $226,000
1333.19%
% of portfolio
1.53%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
232Shares Held
45.8MCall Options Held
10.4KPut Options Held
0-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA1.56MShares$44.2 Million2.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio