Essential Planning, Llc. Doubleline ETF Tr Opportunisti Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Essential Planning, Llc. holds 29,296 shares of DBND stock, worth $1.33 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

29,296

Previous 30,438 3.75%

Holding current value

$1.33 Million

Previous $1.38 Million 0.43%

% of portfolio

0.57%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$44.93 - $47.6 $51,310 - $54,359	-1,142 Reduced 3.75%	29,296 $1.39 Million
Q2 2024 Aug 14, 2024	BUY	$44.53 - $45.94 $359,980 - $371,378	8,084 Added 36.16%	30,438 $1.38 Million
Q4 2023 Feb 13, 2024	BUY	$42.87 - $46.43 $418,496 - $453,249	9,762 Added 77.53%	22,354 $1.03 Million
Q3 2023 Nov 08, 2023	BUY	$44.07 - $46.28 $185,094 - $194,376	4,200 Added 50.05%	12,592 $555,000
Q2 2023 Aug 10, 2023	BUY	$45.86 - $47.08 $42,558 - $43,690	928 Added 12.43%	8,392 $387,000
Q1 2023 May 09, 2023	BUY	$45.38 - $47.23 $338,716 - $352,524	7,464 New	7,464 $348,000

Others Institutions Holding DBND

# of Institutions

Shares Held

5.45M

Call Options Held

Put Options Held

View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Doubleline ETF Tr Opportunisti Transaction History