Longview Financial Advisors, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Longview Financial Advisors, Inc.
- $105 Billion
- Q3 2024
A detailed history of Longview Financial Advisors, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 109,880 shares of DBMF stock, worth $2.97 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
109,880
Previous 124,520
11.76%
Holding current value
$2.97 Million
Previous $3.74 Billion
24.38%
% of portfolio
2.69%
Previous 2.85%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
26.2MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$88.5 Million0.01% of portfolio
-
Cwm, LLC2.03MShares$54.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.1 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.5 Million6.67% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.6 Million4.17% of portfolio