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 $33 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
1,280,435Holding current value
$33 Million% of portfolio
4.17%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$133 Million0.05% of portfolio
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Morgan Stanley New York, NY2.68MShares$69 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO1.9MShares$48.8 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.29MShares$33.1 Million0.01% of portfolio
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Goldstein Advisors, LLC Madison, WI1.18MShares$30.4 Million4.08% of portfolio