Summit Wealth & Retirement Planning, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 618,956 shares of DBMF stock, worth $18.3 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
618,956
Previous 324,406
90.8%
Holding current value
$18.3 Million
Previous $8.36 Million
112.43%
% of portfolio
6.61%
Previous 3.53%
Shares
7 transactions
Others Institutions Holding DBMF
# of Institutions
157Shares Held
25MCall Options Held
12KPut Options Held
10K-
Jpmorgan Chase & CO New York, NY3.71MShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.79MShares$52.8 Million0.02% of portfolio
-
Naviter Wealth, LLC1.51MShares$44.8 Million7.2% of portfolio
-
Cwm, LLC1.42MShares$42 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$37.9 Million4.17% of portfolio