Avantax Advisory Services, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,134 shares of DBMF stock, worth $327,982. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,134
Previous 11,226
8.09%
Holding current value
$327,982
Previous $337,000
1.19%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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