Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
24,446,014
-
Share change
-
+6,992,590
-
Total reported value
-
$701,583,390
-
Put/Call ratio
-
83%
-
Price per share
-
$28.68
-
Number of holders
-
138
-
Value change
-
+$205,747,275
-
Number of buys
-
84
-
Number of sells
-
61
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q1 2024
As of 31 Mar 2024,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,446,014 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Miracle Mile Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, CWM, LLC, Goldstein Advisors, LLC, Cardinal Point Capital Management ULC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Valmark Advisers, Inc., and Litman Gregory Wealth Management LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q1 2024 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.