Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
16,015,446
-
Share change
-
+1,895,665
-
Total reported value
-
$441,998,148
-
Put/Call ratio
-
97%
-
Price per share
-
$27.63
-
Number of holders
-
134
-
Value change
-
+$54,587,827
-
Number of buys
-
65
-
Number of sells
-
77
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q2 2023
As of 30 Jun 2023,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
134 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,015,446 shares.
The largest 10 holders included
Miracle Mile Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Naviter Wealth, LLC, Litman Gregory Wealth Management LLC, Goldstein Advisors, LLC, Valmark Advisers, Inc., OneDigital Investment Advisors LLC, SUMMIT WEALTH & RETIREMENT PLANNING, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and Ethos Financial Group, LLC.
This page lists
134
institutional shareholders reporting positions in this security
for the Q2 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.