Institutional Ownership Litman Gregory Fds Tr Imgp Dbi (DBEH)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBEH). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 322,630 shares, which have been reported (via 13F filing form) to have a value of $8.73 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Harbor Wealth Advisors, Inc.
|
May 07, 2024 Q1 2024 |
249,297
shares
|
$6.75 Million
1.8% of portfolio
|
Q1 2024
Added 4.92%
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
56,515
shares
|
$1.53 Million
0.14% of portfolio
|
Q4 2023
Reduced 27.09%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,927
shares
|
$430,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
814
shares
|
$22,026
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
76
shares
|
$2,056
0.0% of portfolio
|
Q1 2024
Reduced 58.47%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|