Clear Point Advisors Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Clear Point Advisors Inc. holds 26 shares of DBMF stock, worth $703. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$703
Previous $732,000
5.6%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$88.5 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$54.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio