Barnes Wealth Management Group, Inc Doubleline ETF Tr Opportunisti Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 10,139 shares of DBND stock, worth $466,292. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,139
Previous 7,821
29.64%
Holding current value
$466,292
Previous $354 Million
32.16%
% of portfolio
0.3%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
75Shares Held
7.12MCall Options Held
0Put Options Held
0-
Cwm, LLC1.11MShares$51 Million0.2% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.5 Million13.36% of portfolio
-
Ubs Group Ag549KShares$25.2 Million0.0% of portfolio
-
Seascape Capital Management Portsmouth, NH542KShares$24.9 Million8.73% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO457KShares$21 Million2.36% of portfolio