Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Twelve Points Wealth Management LLC
- $307 Million
- Q3 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 44,856 shares of DBMF stock, worth $1.22 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
44,856
Previous 40,378
11.09%
Holding current value
$1.22 Million
Previous $1.21 Million
3.96%
% of portfolio
0.41%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding DBMF
# of Institutions
175Shares Held
24.6MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$55.1 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53.3 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio