Fortress Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Fortress Wealth Group, LLC
- $194 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DBMF
# of Institutions
174Shares Held
26MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$88.3 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$51.1 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio