Strategic Wealth Partners, Ltd. Litman Gregory Fds Tr Imgp Dbi Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
31.8MCall Options Held
23.1KPut Options Held
11.1K-
Lpl Financial LLC Fort Mill, SC4.91MShares$127 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.36MShares$61.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.97MShares$51.2 Million0.04% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$33.2 Million4.17% of portfolio
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Goldstein Advisors, LLC Madison, WI1.18MShares$30.6 Million4.08% of portfolio