Pinnacle Family Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 15,924 shares of DBMF stock, worth $403,354. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,924
Previous 13,972
13.97%
Holding current value
$403,354
Previous $393,000
5.85%
% of portfolio
0.23%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.7 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio