Midwest Financial Group LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Midwest Financial Group LLC
- $170 Billion
- Q3 2024
A detailed history of Midwest Financial Group LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Midwest Financial Group LLC holds 65,173 shares of DBMF stock, worth $1.76 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
65,173
Previous 63,991
1.85%
Holding current value
$1.76 Million
Previous $1.92 Billion
4.73%
% of portfolio
1.08%
Previous 1.22%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
26.1MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$88.2 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$51.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio