Householder Group Estate & Retirement Specialist, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $134 Million
- Q4 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 365 shares of DBMF stock, worth $9,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
365
Previous 1,191
69.35%
Holding current value
$9,610
Previous $33,000
72.73%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
193Shares Held
28.8MCall Options Held
0Put Options Held
0-
Cwm, LLC2.47MShares$64.9 Million0.27% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.7 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.1 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35 Million0.03% of portfolio