Naviter Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
A detailed history of Naviter Wealth, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,684,500 shares of DBMF stock, worth $45.9 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
1,684,500
Previous 1,636,054
2.96%
Holding current value
$45.9 Million
Previous $49.2 Million
3.65%
% of portfolio
6.67%
Previous 7.42%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
173Shares Held
26.2MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$89.2 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$55.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$51.7 Million0.02% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.9 Million4.17% of portfolio
-
Goldstein Advisors, LLC Madison, WI1.04MShares$28.3 Million4.44% of portfolio