Litman Gregory Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Litman Gregory Wealth Management LLC
- $1.1 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DBEH
# of Institutions
7Shares Held
323KCall Options Held
0Put Options Held
0-
Beacon Harbor Wealth Advisors, Inc.249KShares$6.79 Million1.8% of portfolio
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Jane Street Group, LLC New York, NY15.9KShares$434,0100.0% of portfolio
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Comerica Bank814Shares$22,1810.0% of portfolio
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Ubs Group Ag76Shares$2,0710.0% of portfolio
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Morgan Stanley New York, NY1Shares$270.0% of portfolio