Lfa Lugano Financial Advisors Sa Litman Gregory Fds Tr Imgp Dbi Transaction History
Lfa Lugano Financial Advisors Sa
- $146 Million
- Q3 2024
A detailed history of Lfa Lugano Financial Advisors Sa transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 9,600 shares of DBMF stock, worth $258,720. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,600
Previous 9,600
-0.0%
Holding current value
$258,720
Previous $288,000
6.25%
% of portfolio
0.19%
Previous 0.22%
Shares
1 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