Mutual Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
183Shares Held
25.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
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Envestnet Asset Management Inc1.96MShares$51.9 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$44.5 Million6.67% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio