Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $575 Billion
- Q2 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,007,526 shares of DBMF stock, worth $29.3 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
1,007,526
Previous 935,980
7.64%
Holding current value
$29.3 Million
Previous $26.8 Billion
12.82%
% of portfolio
5.27%
Previous 5.11%
Shares
3 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