Visionary Wealth Advisors Litman Gregory Fds Tr Imgp Dbi Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Visionary Wealth Advisors holds 44,051 shares of DBMF stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
44,051
Previous 39,726
10.89%
Holding current value
$1.2 Million
Previous $1.19 Million
3.77%
% of portfolio
0.08%
Previous 0.08%
Shares
6 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