Wealthcare Advisory Partners LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
Wealthcare Advisory Partners LLC
- $3.43 Billion
- Q3 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 8,349 shares of DBMF stock, worth $225,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,349
Previous 7,861
6.21%
Holding current value
$225,005
Previous $236,000
0.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DBMF
# of Institutions
174Shares Held
24.5MCall Options Held
0Put Options Held
0-
Cwm, LLC2.03MShares$54.7 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.96MShares$53 Million0.02% of portfolio
-
Naviter Wealth, LLC1.68MShares$45.4 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$35.9 Million0.03% of portfolio
-
Beaumont Financial Partners, LLC1.28MShares$34.5 Million4.17% of portfolio