LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF)

CUSIP: 53700T827

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / IMGP DBI MANAGED
Total 13F shares
23,093,513
Share change
-1,904,942
Total reported value
$649,287,205
Price per share
$28.13
Number of holders
156
Value change
-$55,513,113
Number of buys
93
Number of sells
68

Quarterly Holders Quick Answers

What is CUSIP 53700T827?
CUSIP 53700T827 identifies DBMF - LITMAN GREGORY FDS TR - IMGP DBI MANAGED in SEC institutional holdings data.

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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 156 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 23,093,513 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.