West Oak Capital, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
West Oak Capital, LLC
- $2.59 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
212Shares Held
38.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$142 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$61.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.2 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$46.5 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.2 Million3.37% of portfolio