Naviter Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Naviter Wealth, LLC
- $814 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64 Million0.27% of portfolio
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Morgan Stanley New York, NY2MShares$52 Million0.0% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$38.5 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.34MShares$34.7 Million0.03% of portfolio