Montis Financial, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
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
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Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio