Cwm, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Cwm, LLC
- $24.1 Billion
- Q4 2024
A detailed history of Cwm, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cwm, LLC holds 2,466,570 shares of DBMF stock, worth $65.9 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,466,570
Previous 2,028,633
21.59%
Holding current value
$65.9 Million
Previous $57.1 Million
13.07%
% of portfolio
0.27%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$151 Million0.01% of portfolio
-
Morgan Stanley New York, NY2MShares$53.5 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.6 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.6 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.34MShares$35.7 Million0.03% of portfolio