Resources Investment Advisors, Llc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Resources Investment Advisors, Llc.
- $8.28 Billion
- Q4 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 727,030 shares of DBMF stock, worth $18.8 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
727,030
Previous 634,210
14.64%
Holding current value
$18.8 Million
Previous $17.8 Million
6.61%
% of portfolio
0.23%
Previous 0.21%
Shares
11 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$147 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$63.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.8 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$48 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$38.4 Million3.37% of portfolio