Aprio Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 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 76,355 shares of DBND stock, worth $3.49 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

76,355

Previous 77,275 1.19%

Holding current value

$3.49 Million

Previous $3.51 Million 3.08%

% of portfolio

0.63%

Previous 0.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$44.93 - $47.6 $41,335 - $43,792	-920 Reduced 1.19%	76,355 $3.62 Million
Q2 2024 Jul 10, 2024	BUY	$44.53 - $45.94 $174,513 - $180,038	3,919 Added 5.34%	77,275 $3.51 Million
Q1 2024 Apr 10, 2024	BUY	$45.34 - $46.36 $549,203 - $561,558	12,113 Added 19.78%	73,356 $3.37 Million
Q4 2023 Jan 17, 2024	BUY	$42.87 - $46.43 $232,955 - $252,300	5,434 Added 9.74%	61,243 $2.83 Million
Q3 2023 Oct 10, 2023	BUY	$44.07 - $46.28 $2.46 Million - $2.58 Million	55,809 New	55,809 $2.46 Million

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

More about DBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Account

Aprio Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History