Longview Financial Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Longview Financial Advisors, Inc.
- $127 Billion
- Q4 2024
A detailed history of Longview Financial Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 128,758 shares of DBMF stock, worth $3.41 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
128,758
Previous 122,309
5.27%
Holding current value
$3.41 Million
Previous $3.44 Billion
2.1%
% of portfolio
2.65%
Previous 2.52%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
193Shares Held
29.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$65.3 Million0.27% of portfolio
-
Envestnet Asset Management Inc1.96MShares$52 Million0.02% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.2 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.3 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.2 Million0.03% of portfolio