Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IMGP DBI MANAGED
-
Total 13F shares
-
36,341,833
-
Share change
-
+12,113,871
-
Total reported value
-
$951,162,807
-
Put/Call ratio
-
20%
-
Price per share
-
$26.16
-
Number of holders
-
188
-
Value change
-
+$316,053,724
-
Number of buys
-
112
-
Number of sells
-
67
Institutional Holders of LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) as of Q4 2024
As of 31 Dec 2024,
LITMAN GREGORY FDS TR - IMGP DBI MANAGED (DBMF) was held by
188 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,341,833 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, CWM, LLC, MORGAN STANLEY, Naviter Wealth, LLC, Litman Gregory Wealth Management LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, Parcion Private Wealth LLC, and Cardinal Point Capital Management ULC.
This page lists
188
institutional shareholders reporting positions in this security
for the Q4 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.