Cedar Brook Financial Partners, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Cedar Brook Financial Partners, LLC
- $497 Million
- Q1 2024
A detailed history of Cedar Brook Financial Partners, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 23,885 shares of DBMF stock, worth $726,581. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,885
Previous 58,172
58.94%
Holding current value
$726,581
Previous $1.5 Million
54.27%
% of portfolio
0.14%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
153Shares 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
-
Beaumont Financial Partners, LLC1.28MShares$39 Million4.17% of portfolio