Legend Financial Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Legend Financial Advisors, Inc.
- $145 Billion
- Q3 2024
A detailed history of Legend Financial Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 58 shares of DBMF stock, worth $1,574. This represents 0.0% of its overall portfolio holdings.
Number of Shares
58
Previous 35
65.71%
Holding current value
$1,574
Previous $1.05 Million
55.13%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio