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 $8,629. This represents 0.0% of its overall portfolio holdings.
Number of Shares
338Holding current value
$8,629% of portfolio
0.0%Shares
1 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