Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Twelve Points Wealth Management LLC
- $276 Million
- Q2 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 40,378 shares of DBMF stock, worth $1.14 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
40,378
Previous 37,678
7.17%
Holding current value
$1.14 Million
Previous $1.08 Million
12.31%
% of portfolio
0.44%
Previous 0.41%
Shares
3 transactions
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$92.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$53.4 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$46.1 Million7.42% of portfolio
-
Cwm, LLC1.42MShares$39.9 Million0.2% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$36.1 Million4.17% of portfolio