Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / OPPORTUNISTIC CO
-
Total 13F shares
-
115,631
-
Share change
-
+881
-
Total reported value
-
$5,348,506
-
Price per share
-
$46.25
-
Number of holders
-
1
-
Value change
-
+$40,751
-
Number of buys
-
1
Institutional Holders of DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) as of Q4 2023
As of 31 Dec 2023,
DOUBLELINE ETF TRUST - OPPORTUNISTIC CO (DBND) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
115,631 shares.
The largest 10 holders included
CWM, LLC, Boothe Investment Group, Inc., Seascape Capital Management, W.G. Shaheen & Associates DBA Whitney & Co, Cerity Partners LLC, Stewardship Advisors, LLC, One Capital Management, LLC, WADDELL & ASSOCIATES, LLC, ENVESTNET ASSET MANAGEMENT INC, and Cravens & Co Advisors, LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q4 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.