Lake Street Financial LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Lake Street Financial LLC
- $600 Million
- Q3 2024
A detailed history of Lake Street Financial LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lake Street Financial LLC holds 26,299 shares of DBMF stock, worth $708,758. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,299
Previous 26,330
0.12%
Holding current value
$708,758
Previous $791,000
6.57%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio