Austin Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Austin Wealth Management, LLC
- $427 Billion
- Q2 2024
A detailed history of Austin Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Austin Wealth Management, LLC holds 247,261 shares of DBMF stock, worth $6.96 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
247,261
Previous 225,227
9.78%
Holding current value
$6.96 Million
Previous $6.69 Billion
11.52%
% of portfolio
1.75%
Previous 1.66%
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$92.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$53.4 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$46.1 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.9 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$36.1 Million4.17% of portfolio