Matrix Trust CO Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Matrix Trust CO
- $575 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DBMF
# of Institutions
197Shares Held
35.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.67MShares$152 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$66.1 Million0.27% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.7 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.8 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.34MShares$35.8 Million0.03% of portfolio