Retirement Financial Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Financial Solutions, LLC
- $228 Billion
- Q3 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 25,049 shares of DBMF stock, worth $680,080. This represents 0.31% of its overall portfolio holdings.
Number of Shares
25,049
Previous 24,472
2.36%
Holding current value
$680,080
Previous $736 Million
4.22%
% of portfolio
0.31%
Previous 0.35%
Shares
5 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