Concurrent Investment Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,898 shares of DBMF stock, worth $351,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,898Holding current value
$351,063% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
36.8MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$143 Million0.01% of portfolio
-
Cwm, LLC2.78MShares$70.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY2MShares$50.6 Million0.0% of portfolio
-
Naviter Wealth, LLC1.85MShares$46.8 Million5.79% of portfolio
-
Northwestern Mutual Wealth Management CO1.34MShares$33.7 Million0.03% of portfolio