Litman Gregory Fds Tr Imgp Dbi DBMF
Institutional shares held
43.7 Million
10.4K
calls
0
puts
Total value of holdings
$1.24B
$295K
calls
$0
puts
# of Institutions
216
We take great care to ensure that the data presented and summarized in this overview for LITMAN GREGORY FDS TR IMGP DBI is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DBMF
View all-
Morgan Stanley New York, NY7.7MShares$219 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.28MShares$150 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.97MShares$55.9 Million0.04% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.7 Million2.78% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$38.9 Million0.01% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$36.4 Million4.17% of portfolio
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Litman Gregory Wealth Management LLC1.16MShares$32.8 Million2.37% of portfolio
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Cardinal Point Capital Management, Ulc Toronto, Z41.12MShares$31.9 Million2.2% of portfolio
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Goldstein Advisors, LLC Madison, WI1.07MShares$30.4 Million3.56% of portfolio
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Savant Capital, LLC967KShares$27.5 Million0.15% of portfolio