Concourse Financial Group Securities, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 1,500 shares of DBMF stock, worth $40,875. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,500
Previous 0
Infinity%
Holding current value
$40,875
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
12 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