LVW Advisors’s Deutsche Bank DB Stock Holding History

LVW Advisors’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Sell	9,033 -4,030	-31%	-$131K	0.03%	346
2026 Q1	$389K	Sell	13,063 -3,415	-21%	-$120K	0.04%	265
2025 Q4	$635K	Sell	16,478 -3,669	-18%	-$132K	0.06%	154
2025 Q3	$713K	Sell	20,147 -1,274	-6%	-$43.4K	0.07%	143
2025 Q2	$627K	Sell	21,421 -1,348	-6%	-$35.6K	0.07%	166
2025 Q1	$543K	Buy	22,769 +4,660	+26%	+$97.7K	0.07%	162
2024 Q4	$309K	Sell	18,109 -881	-5%	-$15.1K	0.04%	245
2024 Q3	$329K	Sell	18,990 -2,227	-10%	-$35.8K	0.04%	230
2024 Q2	$338K	Buy	+21,217	New	+$347K	0.05%	214

Other funds holding DB

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return