Alm First Financial Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Alm First Financial Advisors, LLC
- $412 Million
- Q3 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 367,064 shares of DBMF stock, worth $9.89 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
367,064
Previous 270,000
35.95%
Holding current value
$9.89 Million
Previous $8.12 Million
27.22%
% of portfolio
2.51%
Previous 2.33%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.4MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio