Burt Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Burt Wealth Advisors holds 25,601 shares of DBMF stock, worth $691,995. This represents 0.18% of its overall portfolio holdings.
Number of Shares
25,601Holding current value
$691,995% of portfolio
0.18%Shares
4 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
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Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio