Ifp Advisors, Inc Litman Gregory Fds Tr Imgp Dbi Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 2024
A detailed history of Ifp Advisors, Inc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,289 shares of DBMF stock, worth $221,316. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,289
Previous 24,686
66.42%
Holding current value
$221,316
Previous $694,000
68.88%
% of portfolio
0.01%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$151 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$65.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$53.5 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$49.6 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.6 Million3.37% of portfolio