Castleview Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Castleview Partners, LLC
- $151 Million
- Q4 2024
A detailed history of Castleview Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Castleview Partners, LLC holds 10,318 shares of DBMF stock, worth $272,085. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,318
Previous 2,967
247.76%
Holding current value
$272,085
Previous $77,000
249.35%
% of portfolio
0.18%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
185Shares Held
26.2MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 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