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 $3.65 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
77,275
Previous 73,356 5.34%
Holding current value
$3.65 Million
Previous $3.37 Million 4.25%
% of portfolio
0.68%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
53
Shares Held
4.87M
Call Options Held
0
Put Options Held
0
View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

DBND Quotes by TradingView
  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email