Pinnacle Family Advisors, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q2 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 12,123 shares of DBMF stock, worth $341,383. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,123Holding current value
$341,383% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$92.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$53.4 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$46.1 Million7.42% of portfolio
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Cwm, LLC1.42MShares$39.9 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$36.1 Million4.17% of portfolio