Fermata Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Fermata Advisors, LLC holds 83,231 shares of DBMF stock, worth $2.26 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
83,231
Previous 78,030
6.67%
Holding current value
$2.26 Million
Previous $2.35 Million
0.17%
% of portfolio
0.48%
Previous 0.57%
Shares
11 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