Fortress Wealth Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Fortress Wealth Group, LLC
- $179 Million
- Q1 2024
A detailed history of Fortress Wealth Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 239,305 shares of DBMF stock, worth $7.29 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
239,305
Previous 234,148
2.2%
Holding current value
$7.29 Million
Previous $6.03 Million
13.8%
% of portfolio
3.83%
Previous 3.77%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
153Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$113 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC2.23MShares$67.8 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$54.4 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$46.1 Million7.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$39 Million4.17% of portfolio