Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Goldstein Advisors, LLC
- $658 Billion
- Q3 2024
A detailed history of Goldstein Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Goldstein Advisors, LLC holds 1,037,861 shares of DBMF stock, worth $28.3 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
1,037,861
Previous 1,006,072
3.16%
Holding current value
$28.3 Million
Previous $30.2 Billion
3.46%
% of portfolio
4.44%
Previous 5.06%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
173Shares Held
26.2MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$89.2 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$55.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$51.7 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.9 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.9 Million4.17% of portfolio