Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
23,072,822
-
Share change
-
-1,903,828
-
Total reported value
-
$648,705,167
-
Price per share
-
$28.13
-
Number of holders
-
155
-
Value change
-
-$55,481,762
-
Number of buys
-
93
-
Number of sells
-
67
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q3 2024
As of 30 Sep 2024,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
155 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,072,822 shares.
The largest 10 holders included
CWM, LLC, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY, Goldstein Advisors, LLC, Cardinal Point Capital Management ULC, Litman Gregory Wealth Management LLC, SUMMIT WEALTH & RETIREMENT PLANNING, INC., and OneDigital Investment Advisors LLC.
This page lists
156
institutional shareholders reporting positions in this security
for the Q3 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.