Cresset Asset Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Cresset Asset Management, LLC
- $25.6 Billion
- Q3 2024
A detailed history of Cresset Asset Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cresset Asset Management, LLC holds 7,455 shares of DBMF stock, worth $196,588. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,455
Previous 11,155
33.17%
Holding current value
$196,588
Previous $335,000
37.61%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
185Shares Held
26.2MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio