West Michigan Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
West Michigan Advisors, LLC
- $300 Million
- Q3 2024
A detailed history of West Michigan Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, West Michigan Advisors, LLC holds 28,431 shares of DBMF stock, worth $768,489. This represents 0.27% of its overall portfolio holdings.
Number of Shares
28,431
Previous 27,751
2.45%
Holding current value
$768,489
Previous $834,000
4.2%
% of portfolio
0.27%
Previous 0.28%
Shares
2 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