West Oak Capital, LLC Litman Gregory Fds Tr Imgp Dbi Transaction History
West Oak Capital, LLC
- $179 Million
- Q2 2024
A detailed history of West Oak Capital, LLC transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, West Oak Capital, LLC holds 149 shares of DBMF stock, worth $4,137. This represents 0.0% of its overall portfolio holdings.
Number of Shares
149Holding current value
$4,137% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DBMF
# of Institutions
173Shares Held
26.3MCall Options Held
1.9KPut Options Held
6.2K-
Jpmorgan Chase & CO New York, NY3.27MShares$90.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.9MShares$52.6 Million0.02% of portfolio
-
Naviter Wealth, LLC1.64MShares$45.4 Million7.42% of portfolio
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Cwm, LLC1.42MShares$39.4 Million0.2% of portfolio
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Beaumont Financial Partners, LLC1.28MShares$35.6 Million4.17% of portfolio