Family Investment Center, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Family Investment Center, Inc.
- $358 Million
- Q4 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 463,237 shares of DBMF stock, worth $12.4 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
463,237
Previous 440,137
5.25%
Holding current value
$12.4 Million
Previous $12.4 Million
2.12%
% of portfolio
3.39%
Previous 3.42%
Shares
5 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
-
Cwm, LLC2.47MShares$65.9 Million0.27% 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