Kozak & Associates, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
A detailed history of Kozak & Associates, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Kozak & Associates, Inc. holds 338 shares of DBMF stock, worth $8,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
338Holding current value
$8,946% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
193Shares Held
29.3MCall 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, LLC1.86MShares$49.2 Million5.97% 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