Perennial Investment Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 13,536 shares of DBMF stock, worth $355,590. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,536Holding current value
$355,590% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
208Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$149 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$64.8 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$52.6 Million0.0% of portfolio
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Naviter Wealth, LLC1.86MShares$48.8 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39 Million3.37% of portfolio