Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $526 Billion
- Q1 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 935,980 shares of DBMF stock, worth $28.5 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
935,980
Previous 489,690
91.14%
Holding current value
$28.5 Million
Previous $12.6 Billion
112.8%
% of portfolio
5.11%
Previous 3.05%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
155Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$113 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC2.23MShares$67.7 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$54.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$46.1 Million7.2% of portfolio
-
Cwm, LLC1.42MShares$43.1 Million0.2% of portfolio