Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $600 Billion
- Q3 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 1,037,835 shares of DBMF stock, worth $28.2 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
1,037,835
Previous 1,007,526
3.01%
Holding current value
$28.2 Million
Previous $30.3 Billion
3.61%
% of portfolio
4.87%
Previous 5.27%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio