West Oak Capital, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
West Oak Capital, LLC
- $5.38 Billion
- Q3 2024
Shares
1 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
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Naviter Wealth, LLC1.68MShares$45.7 Million6.67% of portfolio
-
Northwestern Mutual Wealth Management CO1.33MShares$36.1 Million0.03% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$34.8 Million4.17% of portfolio