Alm First Financial Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Alm First Financial Advisors, LLC
- $435 Million
- Q4 2024
A detailed history of Alm First Financial Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Alm First Financial Advisors, LLC holds 432,128 shares of DBMF stock, worth $11.5 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
432,128
Previous 367,064
17.73%
Holding current value
$11.5 Million
Previous $10.3 Million
9.48%
% of portfolio
2.6%
Previous 2.51%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$151 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$65.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$53.5 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.6 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.6 Million3.37% of portfolio