Austin Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Austin Wealth Management, LLC holds 319,838 shares of DBMF stock, worth $8.65 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
319,838
Previous 247,261
29.35%
Holding current value
$8.65 Million
Previous $7.46 Billion
19.57%
% of portfolio
1.96%
Previous 1.75%
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