Clear Point Advisors Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 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 $708. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$708
Previous $773,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.5 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.9 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.3 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.9 Million4.17% of portfolio