Kozak & Associates, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Kozak & Associates, Inc.
- $430 Million
- Q4 2024
A detailed history of Kozak & Associates, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Kozak & Associates, Inc. holds 338 shares of DBMF stock, worth $9,048. This represents 0.0% of its overall portfolio holdings.
Number of Shares
338Holding current value
$9,048% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
178Shares Held
24.9MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.3 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$52.6 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.1 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.6 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.3 Million4.17% of portfolio