Midwest Financial Group LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Midwest Financial Group LLC
- $174 Billion
- Q4 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 67,692 shares of DBMF stock, worth $1.79 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
67,692
Previous 65,173
3.87%
Holding current value
$1.79 Million
Previous $1.83 Billion
3.39%
% of portfolio
1.02%
Previous 1.08%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
182Shares Held
25.7MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio