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 $2.96 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
109,880
Previous 124,520
11.76%
Holding current value
$2.96 Million
Previous $3.74 Billion
24.38%
% of portfolio
2.69%
Previous 2.85%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall 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