Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
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 1,084,995 shares of DBMF stock, worth $29.2 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
1,084,995
Previous 1,087,845
0.26%
Holding current value
$29.2 Million
Previous $27.5 Billion
1.59%
% of portfolio
2.21%
Previous 2.53%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
33.3MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$139 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$72.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$51.1 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.29MShares$34.6 Million0.01% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio