Institutional Ownership Litman Gregory Fds Tr Imgp Dbi (DBEH)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBEH). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 83,493 shares, which have been reported (via 13F filing form) to have a value of $2.25 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Litman Gregory Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
68,015
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2024
Added 20.35%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,656
shares
|
$233,625
0.0% of portfolio
|
Q2 2024
Reduced 45.65%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
6,797
shares
|
$183,451
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
23
shares
|
$620
0.0% of portfolio
|
Q2 2024
Reduced 69.74%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2
shares
|
$53
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|