Dynamic Advisor Solutions LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 74,007 shares of DBMF stock, worth $1.96 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
74,007
Previous 71,476
3.54%
Holding current value
$1.96 Million
Previous $2.01 Million
3.68%
% of portfolio
0.08%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
190Shares Held
27.8MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$65.3 Million0.27% of portfolio
-
Envestnet Asset Management Inc1.96MShares$52 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.6 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.3 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.2 Million0.03% of portfolio