Advyzon Investment Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Advyzon Investment Management, LLC
- $259 Billion
- Q4 2024
A detailed history of Advyzon Investment Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 9,451 shares of DBMF stock, worth $240,811. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,451Holding current value
$240,811% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$47.3 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.8 Million3.37% of portfolio