Innova Wealth Partners Litman Gregory Fds Tr Imgp Dbi Transaction History
Innova Wealth Partners
- $130 Million
- Q2 2024
A detailed history of Innova Wealth Partners transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Innova Wealth Partners holds 223,631 shares of DBMF stock, worth $6.22 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
223,631
Previous 136,228
64.16%
Holding current value
$6.22 Million
Previous $3.91 Million
72.05%
% of portfolio
5.16%
Previous 3.12%
Shares
9 transactions
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$91 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.7 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.5 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.5 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio