Steward Partners Investment Solutions, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Steward Partners Investment Solutions, LLC
- $594 Billion
- Q1 2024
A detailed history of Steward Partners Investment Solutions, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 7,500 shares of DBMF stock, worth $203,250. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,500
Previous 13,465
44.3%
Holding current value
$203,250
Previous $347 Million
37.99%
% of portfolio
0.04%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DBMF
# of Institutions
178Shares Held
23.7MCall Options Held
1.9KPut Options Held
6.2K-
Cwm, LLC2.03MShares$55 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.2 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.6 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.7 Million4.17% of portfolio