Perigon Wealth Management, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 42,531 shares of DBMF stock, worth $1.3 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,531
Previous 41,588
2.27%
Holding current value
$1.3 Million
Previous $1.07 Million
13.82%
% of portfolio
0.04%
Previous 0.04%
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$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
-
Naviter Wealth, LLC1.51MShares$46.1 Million7.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$39 Million4.17% of portfolio