Avidian Wealth Solutions, LLC Double Line Yield Opportunities Fund Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 14,000 shares of DLY stock, worth $216,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,000
Previous 14,000
-0.0%
Holding current value
$216,720
Previous $225,000
3.11%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DLY
# of Institutions
83Shares Held
10.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$31.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.89MShares$29.3 Million0.01% of portfolio
-
Ubs Group Ag1.13MShares$17.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6580KShares$8.97 Million0.0% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN521KShares$8.06 Million5.49% of portfolio
About DoubleLine Yield Opportunities Fund
- Ticker DLY
- Exchange NYSE
- Sector N/A
- Industry N/A