Arete Wealth Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 19,529 shares of DBMF stock, worth $527,868. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,529
Previous 19,529
-0.0%
Holding current value
$527,868
Previous $548,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio