Valmark Advisers, Inc. Litman Gregory Fds Tr Imgp Dbi Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 2024
A detailed history of Valmark Advisers, Inc. transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Valmark Advisers, Inc. holds 600,284 shares of DBMF stock, worth $16.9 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
600,284
Previous 810,420
25.93%
Holding current value
$16.9 Million
Previous $23.2 Million
22.36%
% of portfolio
0.31%
Previous 0.41%
Shares
12 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