Proactive Wealth Strategies LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 22,163 shares of DBMF stock, worth $597,292. This represents 0.35% of its overall portfolio holdings.
Number of Shares
22,163Holding current value
$597,292% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
26.1MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$88.2 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.9MShares$51.1 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio