Litman Gregory Fds Tr Imgp Dbi DBMF
Institutional shares held
31.9 Million
23.1K
calls
11.1K
puts
Total value of holdings
$812M
$587K
calls
$282K
puts
# of Institutions
208
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-
Lpl Financial LLC Fort Mill, SC4.91MShares$126 Million0.05% of portfolio
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Morgan Stanley New York, NY2.36MShares$60.4 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO1.97MShares$50.5 Million0.04% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$32.8 Million4.17% of portfolio
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Goldstein Advisors, LLC Madison, WI1.18MShares$30.2 Million4.08% of portfolio
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Litman Gregory Wealth Management LLC1.17MShares$29.9 Million2.37% of portfolio
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Cardinal Point Capital Management, Ulc Toronto, Z41.08MShares$27.8 Million2.21% of portfolio
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Raymond James Financial Inc St. Petersburg, FL830KShares$21.2 Million0.01% of portfolio
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Savant Capital, LLC705KShares$18 Million0.12% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS697KShares$17.8 Million0.22% of portfolio