Wealth Enhancement Advisory Services, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 34,660 shares of DBMF stock, worth $941,019. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34,660
Previous 36,718
5.6%
Holding current value
$941,019
Previous $1.1 Million
11.7%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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