Litman Gregory Fds Tr Imgp Dbi DBMF
Institutional shares held
38.2 Million
4.1K
calls
800
puts
Total value of holdings
$968M
$103K
calls
$20K
puts
# of Institutions
212
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-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
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Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
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Morgan Stanley New York, NY2MShares$50.7 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$47 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.34MShares$33.8 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A61.32MShares$33.4 Million0.01% of portfolio
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Envestnet Asset Management Inc1.32MShares$33.3 Million0.01% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$32.4 Million4.17% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.22MShares$30.8 Million2.5% of portfolio