Signature Estate & Investment Advisors LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 22,701 shares of DBMF stock, worth $598,625. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,701
Previous 24,497
7.33%
Holding current value
$598,625
Previous $736,000
13.32%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
185Shares Held
26.2MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$53.5 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$51.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$44.4 Million6.67% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$39.2 Million3.37% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.1 Million0.03% of portfolio