Jamison Private Wealth Management, Inc. Double Line Yield Opportunities Fund Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,000 shares of DLY stock, worth $16,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$16,000
Previous $15.8 Million
5.13%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DLY
# of Institutions
78Shares Held
12.1MCall Options Held
0Put Options Held
0-
Pensionmark Financial Group, LLC Santa Barbara, CA2.47MShares$39.5 Million0.23% of portfolio
-
Morgan Stanley New York, NY2.16MShares$34.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.61MShares$25.7 Million0.01% of portfolio
-
Ubs Group Ag1.12MShares$17.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6680KShares$10.9 Million0.0% of portfolio
About DoubleLine Yield Opportunities Fund
- Ticker DLY
- Exchange NYSE
- Sector N/A
- Industry N/A