Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Financial Solutions, LLC
- $195 Billion
- Q1 2024
A detailed history of Retirement Financial Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 21,015 shares of DBMF stock, worth $639,276. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,015
Previous 24,156
13.0%
Holding current value
$639,276
Previous $622 Million
3.14%
% of portfolio
0.31%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DBMF
# of Institutions
154Shares 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$67.7 Million1.64% of portfolio
-
Envestnet Asset Management Inc1.79MShares$54.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$46.1 Million7.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$39 Million4.17% of portfolio