Family Investment Center, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Family Investment Center, Inc.
- $325 Million
- Q2 2024
A detailed history of Family Investment Center, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Family Investment Center, Inc. holds 564,844 shares of DBMF stock, worth $15.7 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
564,844
Previous 512,931
10.12%
Holding current value
$15.7 Million
Previous $14.7 Million
15.42%
% of portfolio
5.23%
Previous 4.85%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
173Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.6 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.4 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.4 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio