Live Oak Investment Partners Litman Gregory Fds Tr Imgp Dbi Transaction History
Live Oak Investment Partners
- $126 Million
- Q4 2024
A detailed history of Live Oak Investment Partners transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Live Oak Investment Partners holds 90,990 shares of DBMF stock, worth $2.44 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
90,990Holding current value
$2.44 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
197Shares Held
35.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.67MShares$152 Million0.01% of portfolio
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Cwm, LLC2.47MShares$66.1 Million0.27% of portfolio
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Naviter Wealth, LLC1.86MShares$49.7 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$39.8 Million3.37% of portfolio
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Northwestern Mutual Wealth Management CO1.34MShares$35.8 Million0.03% of portfolio