Avestar Capital, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Avestar Capital, LLC
- $951 Million
- Q3 2024
A detailed history of Avestar Capital, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Avestar Capital, LLC holds 175,631 shares of DBMF stock, worth $4.77 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
175,631
Previous 183,020
4.04%
Holding current value
$4.77 Million
Previous $5.5 Million
10.2%
% of portfolio
0.52%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio