Steward Partners Investment Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Steward Partners Investment Solutions, LLC
- $594 Billion
- Q1 2024
A detailed history of Steward Partners Investment Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 7,500 shares of DBMF stock, worth $218,475. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,500
Previous 13,465
44.3%
Holding current value
$218,475
Previous $347 Million
37.99%
% of portfolio
0.04%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
158Shares Held
25MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$108 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.79MShares$52 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$44.1 Million7.2% of portfolio
-
Cwm, LLC1.42MShares$41.3 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$37.3 Million4.17% of portfolio