Professional Financial Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Professional Financial Advisors, LLC
- $377 Million
- Q3 2024
A detailed history of Professional Financial Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 144,508 shares of DBMF stock, worth $3.91 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
144,508
Previous 144,867
0.25%
Holding current value
$3.91 Million
Previous $4.35 Million
6.64%
% of portfolio
1.08%
Previous 1.23%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio