Legacy Capital Group California, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Legacy Capital Group California, Inc.
- $328 Billion
- Q4 2024
A detailed history of Legacy Capital Group California, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 73,393 shares of DBMF stock, worth $1.84 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
73,393Holding current value
$1.84 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
213Shares Held
38.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$142 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.3 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.7 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.3 Million3.37% of portfolio