Dynamic Advisor Solutions LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 71,476 shares of DBMF stock, worth $1.94 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
71,476
Previous 65,037
9.9%
Holding current value
$1.94 Million
Previous $1.96 Million
2.81%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio