Naviter Wealth, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Naviter Wealth, LLC
- $604 Million
- Q1 2024
A detailed history of Naviter Wealth, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,514,886 shares of DBMF stock, worth $45.5 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
1,514,886
Previous 262,206
477.75%
Holding current value
$45.5 Million
Previous $6.75 Million
543.26%
% of portfolio
7.2%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding DBMF
# of Institutions
153Shares Held
25.6MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$112 Million0.01% of portfolio
-
Miracle Mile Advisors, LLC2.23MShares$66.9 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$53.7 Million0.02% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$38.5 Million4.17% of portfolio
-
Cwm, LLC1.21MShares$36.4 Million0.17% of portfolio