Pinnacle Family Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 13,972 shares of DBMF stock, worth $379,339. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,972
Previous 12,123
15.25%
Holding current value
$379,339
Previous $364,000
7.97%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio