Montis Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Montis Financial, LLC
- $210 Million
- Q1 2024
A detailed history of Montis Financial, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Montis Financial, LLC holds 12,051 shares of DBMF stock, worth $367,073. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,051Holding current value
$367,073% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
153Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$113 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC2.23MShares$67.8 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$54.4 Million0.02% of portfolio
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Naviter Wealth, LLC1.51MShares$46.1 Million7.2% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$39 Million4.17% of portfolio