A&I Financial Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
A&I Financial Services, LLC
- $103 Billion
- Q4 2024
A detailed history of A&I Financial Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, A&I Financial Services, LLC holds 166,945 shares of DBMF stock, worth $4.23 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
166,945Holding current value
$4.23 Million% of portfolio
4.26%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
210Shares Held
37.9MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$144 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$50.7 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$47 Million5.97% of portfolio
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Litman Gregory Wealth Management LLC1.48MShares$37.6 Million3.37% of portfolio