Grey Fox Wealth Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$45.38 - $47.23 $5,717 - $5,950	126 New	126 $5.88 Million

Others Institutions Holding DBND

# of Institutions

65

Shares Held

7.47M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

1.94M
Shares

$88.6 Million
0.59% of portfolio
Cwm, LLC

1.13M
Shares

$51.6 Million
0.21% of portfolio
Seascape Capital Management Portsmouth, NH

480K
Shares

$21.9 Million
7.58% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

433K
Shares

$19.7 Million
2.15% of portfolio
Boothe Investment Group, Inc. Dover, DE

395K
Shares

$18 Million
8.06% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
Industry ETFs

More about DBND

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