Goldstein Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Goldstein Advisors, LLC
- $689 Billion
- Q4 2024
A detailed history of Goldstein Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Goldstein Advisors, LLC holds 970,957 shares of DBMF stock, worth $25.6 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
970,957
Previous 1,037,861
6.45%
Holding current value
$25.6 Million
Previous $29.2 Billion
13.0%
% of portfolio
3.69%
Previous 4.44%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
185Shares Held
26.2MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio