Summit Wealth & Retirement Planning, Inc. Litman Gregory Fds Tr Imgp Dbi Call Options Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DBMF
# of Institutions
172Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$91 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.7 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.5 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.5 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio