Beaumont Financial Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 1,280,435 shares of DBMF stock, worth $34.5 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
1,280,435Holding current value
$34.5 Million% of portfolio
4.17%Shares
1 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
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Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
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Morgan Stanley New York, NY1.15MShares$30.9 Million0.0% of portfolio