Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
12,816,309
-
Share change
-
+8,066,817
-
Total reported value
-
$435,243,610
-
Price per share
-
$33.94
-
Number of holders
-
98
-
Value change
-
+$273,924,737
-
Number of buys
-
88
-
Number of sells
-
7
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q3 2022
As of 30 Sep 2022,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
98 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,816,309 shares.
The largest 10 holders included
Beaumont Financial Partners, LLC, R. W. Roge & Company, Inc., Valmark Advisers, Inc., Cambridge Investment Research Advisors, Inc., Cornerstone Wealth Group, LLC, Cambria Investment Management, L.P., LPL Financial LLC, Litman Gregory Wealth Management LLC, SMITH, MOORE & CO., and HighTower Advisors, LLC.
This page lists
99
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.