Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,063,256 shares of DBMF stock, worth $28.1 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
1,063,256
Previous 1,037,835
2.45%
Holding current value
$28.1 Million
Previous $29.2 Billion
4.73%
% of portfolio
4.42%
Previous 4.87%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
183Shares Held
25.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.9 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.5 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio