Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
951,595
-
Share change
-
-123,888
-
Total reported value
-
$43,474,000
-
Price per share
-
$45.65
-
Number of holders
-
11
-
Value change
-
-$5,751,731
-
Number of buys
-
4
-
Number of sells
-
8
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q3 2022
As of 30 Sep 2022,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
951,595 shares.
The largest 10 holders included
Congress Wealth Management LLC / DE /, MORGAN STANLEY, BARCLAYS PLC, JPMORGAN CHASE & CO, Aveo Capital Partners, LLC, Fortress Wealth Management, Inc., BANK OF MONTREAL /CAN/, Bank of New York Mellon Corp, Stonehearth Capital Management, LLC, and Ausdal Financial Partners, Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2022 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.