Optivise Advisory Services LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Optivise Advisory Services LLC holds 79,434 shares of DBMF stock, worth $2.14 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
79,434Holding current value
$2.14 Million% of portfolio
1.18%Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.6 Million0.25% of portfolio
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Envestnet Asset Management Inc1.96MShares$52.9 Million0.02% of portfolio
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Naviter Wealth, LLC1.68MShares$45.3 Million6.67% of portfolio
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Northwestern Mutual Wealth Management CO1.33MShares$35.8 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio