A&I Financial Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
A&I Financial Services, LLC
- $103 Billion
- Q4 2024
A detailed history of A&I Financial Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, A&I Financial Services, LLC holds 166,945 shares of DBMF stock, worth $4.41 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
166,945Holding current value
$4.41 Million% of portfolio
4.26%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
191Shares Held
28.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$65.1 Million0.27% of portfolio
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Envestnet Asset Management Inc1.96MShares$51.9 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.5 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio