Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
963,497
-
Share change
-
+149,997
-
Total reported value
-
$24,844,000
-
Price per share
-
$25.79
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Number of holders
-
14
-
Value change
-
+$3,847,479
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Number of buys
-
9
-
Number of sells
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3
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2021
As of 31 Dec 2021 LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 963,497 shares of stock of the company.
Largest 10 holders included Valmark Advisers, Inc., Private Advisor Group, LLC, Litman Gregory Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Cambria Investment Management, L.P., Cambridge Investment Research Advisors, Inc., Orion Portfolio Solutions, LLC, Betterment LLC, and Janney Montgomery Scott LLC.
This table shows 14 institutional shareholders of the security as of 31 Dec 2021.
| 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.