Concourse Financial Group Securities, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 500 shares of DBMF stock, worth $13,215. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 1,500
66.67%
Holding current value
$13,215
Previous $42,000
69.05%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$150 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$65.2 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.9 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.1 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio