J2 Capital Management Inc Litman Gregory Fds Tr Imgp Dbi Transaction History
J2 Capital Management Inc
- $76 Million
- Q3 2023
A detailed history of J2 Capital Management Inc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, J2 Capital Management Inc holds 21,871 shares of DBMF stock, worth $635,133. This represents 0.83% of its overall portfolio holdings.
Number of Shares
21,871
Previous 23,415
6.59%
Holding current value
$635,133
Previous $646,000
2.17%
% of portfolio
0.83%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
158Shares Held
25MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$108 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.79MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$44 Million7.2% of portfolio
-
Cwm, LLC1.42MShares$41.2 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$37.2 Million4.17% of portfolio