Dynamic Advisor Solutions LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 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 74,007 shares of DBMF stock, worth $1.89 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
74,007
Previous 71,476
3.54%
Holding current value
$1.89 Million
Previous $2.01 Million
3.68%
% of portfolio
0.08%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.4 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio