Retirement Group, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Retirement Group, LLC holds 17,600 shares of DBMF stock, worth $477,840. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,600
Previous 20,600
14.56%
Holding current value
$477,840
Previous $530,000
4.91%
% of portfolio
0.19%
Previous 0.22%
Shares
6 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