Aprio Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 77,275 shares of DBND stock, worth $3.67 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
77,275
Previous 73,356
5.34%
Holding current value
$3.67 Million
Previous $3.37 Million
4.25%
% of portfolio
0.68%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.7 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.4 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19.5 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17.1 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio