Twelve Points Wealth Management LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Twelve Points Wealth Management LLC
- $337 Million
- Q4 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 76,635 shares of DBMF stock, worth $1.95 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
76,635
Previous 44,856
70.85%
Holding current value
$1.95 Million
Previous $1.26 Million
58.92%
% of portfolio
0.59%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
207Shares Held
37.7MCall Options Held
4.1KPut Options Held
800-
Jpmorgan Chase & CO New York, NY5.67MShares$145 Million0.01% of portfolio
-
Cwm, LLC2.47MShares$62.9 Million0.27% of portfolio
-
Morgan Stanley New York, NY2MShares$51.1 Million0.0% of portfolio
-
Naviter Wealth, LLC1.86MShares$47.3 Million5.97% of portfolio
-
Litman Gregory Wealth Management LLC1.48MShares$37.9 Million3.37% of portfolio