Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
923,126
-
Share change
-
-114,281
-
Total reported value
-
$41,988,860
-
Price per share
-
$45.49
-
Number of holders
-
22
-
Value change
-
-$5,505,699
-
Number of buys
-
16
-
Number of sells
-
8
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q4 2022
As of 31 Dec 2022,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
923,126 shares.
The largest 10 holders included
Congress Wealth Management LLC / DE /, Seascape Capital Management, Aveo Capital Partners, LLC, W.G. Shaheen & Associates DBA Whitney & Co, Cravens & Co Advisors, LLC, Landmark Wealth Management, LLC, Fortress Wealth Management, Inc., Andesa Financial Management Inc., ENVESTNET ASSET MANAGEMENT INC, and RAYMOND JAMES & ASSOCIATES.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 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.