Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Financial Solutions, LLC
- $212 Billion
- Q2 2024
A detailed history of Retirement Financial Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 24,472 shares of DBMF stock, worth $679,587. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,472
Previous 21,015
16.45%
Holding current value
$679,587
Previous $603 Million
22.05%
% of portfolio
0.35%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.6 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.4 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.4 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio