Litman Gregory Fds Tr Imgp Dbi DBMF
Institutional shares held
25.1 Million
0
calls
0
puts
Total value of holdings
$666M
$0
calls
$0
puts
# of Institutions
177
We take great care to ensure that the data presented and summarized in this overview for LITMAN GREGORY FDS TR IMGP DBI is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DBMF
View all-
Cwm, LLC2.03MShares$53.8 Million0.25% of portfolio
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Envestnet Asset Management Inc1.96MShares$52.1 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.7 Million6.67% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.3 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$33.9 Million4.17% of portfolio
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Morgan Stanley New York, NY1.15MShares$30.4 Million0.0% of portfolio
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Cardinal Point Capital Management, Ulc Toronto, Z41.06MShares$28.2 Million4.42% of portfolio
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Litman Gregory Wealth Management LLC986KShares$26.1 Million2.33% of portfolio
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Goldstein Advisors, LLC Madison, WI971KShares$25.7 Million3.69% of portfolio
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Summit Wealth & Retirement Planning, Inc.665KShares$17.6 Million6.24% of portfolio