Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
477,593
-
Share change
-
-13,314
-
Total reported value
-
$12,302,827
-
Price per share
-
$25.76
-
Number of holders
-
3
-
Value change
-
-$342,970
-
Number of sells
-
1
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2023
As of 31 Dec 2023,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
477,593 shares.
The largest 10 holders included
Miracle Mile Advisors, LLC, CWM, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, JANE STREET GROUP, LLC, Goldstein Advisors, LLC, Litman Gregory Wealth Management LLC, Valmark Advisers, Inc., MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, and Cardinal Point Capital Management, ULC.
This page lists
129
institutional shareholders reporting positions in this security
for the Q4 2023 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.