Family Investment Center, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Family Investment Center, Inc.
- $362 Million
- Q3 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 440,137 shares of DBMF stock, worth $11.9 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
440,137
Previous 564,844
22.08%
Holding current value
$11.9 Million
Previous $17 Million
27.08%
% of portfolio
3.42%
Previous 5.23%
Shares
4 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