Austin Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Austin Wealth Management, LLC
- $404 Billion
- Q1 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 225,227 shares of DBMF stock, worth $6.77 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
225,227
Previous 193,095
16.64%
Holding current value
$6.77 Million
Previous $5.2 Billion
28.5%
% of portfolio
1.66%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
153Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$112 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC2.23MShares$66.9 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$53.7 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$45.5 Million7.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$38.5 Million4.17% of portfolio