Creative Planning Litman Gregory Fds Tr Imgp Dbi Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Creative Planning holds 19,331 shares of DBMF stock, worth $493,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,331
Previous 19,172
0.83%
Holding current value
$493,520
Previous $539,000
6.31%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$63 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.4 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio