Resources Investment Advisors, Llc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 634,210 shares of DBMF stock, worth $17.2 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
634,210
Previous 433,333
46.36%
Holding current value
$17.2 Million
Previous $13 Million
36.97%
% of portfolio
0.21%
Previous 0.17%
Shares
10 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