Castleview Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 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 2,967 shares of DBMF stock, worth $80,287. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,967
Previous 7,530
60.6%
Holding current value
$80,287
Previous $211,000
60.66%
% of portfolio
0.06%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.2 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.6 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio