Retirement Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Group, LLC holds 17,600 shares of DBMF stock, worth $449,328. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,600
Previous 20,600
14.56%
Holding current value
$449,328
Previous $530,000
4.91%
% of portfolio
0.19%
Previous 0.22%
Shares
6 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$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$63 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.4 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio