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 $250,167. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,451Holding current value
$250,167% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
190Shares Held
27.8MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.7 Million0.25% of portfolio
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Envestnet Asset Management Inc1.96MShares$52 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.6 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.3 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.2 Million0.03% of portfolio