Wealth Enhancement & Preservation Of Ga, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$29.03 - $34.79 $3.46 Million - $4.14 Million	119,070 New	119,070 $3.47 Million

Others Institutions Holding DBMF

# of Institutions

175

Shares Held

24.6M

Call Options Held

Put Options Held

Cwm, LLC

2.03M
Shares

$55.1 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.96M
Shares

$53.3 Million
0.02% of portfolio
Naviter Wealth, LLC

1.68M
Shares

$45.7 Million
6.67% of portfolio
Northwestern Mutual Wealth Management CO

1.33M
Shares

$36.1 Million
0.03% of portfolio
Beaumont Financial Partners, LLC

1.28M
Shares

$34.8 Million
4.17% of portfolio

View Full List

About LITMAN GREGORY FDS TR IMGP DBI

Ticker DBMF
Sector ETFs
Industry ETFs

More about DBMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account