Axxcess Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,333 shares of DBND stock, worth $518,598. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,333
Previous 11,346
0.11%
Holding current value
$518,598
Previous $515,000
4.08%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DBND
# of Institutions
57Shares Held
5.45MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$57.5 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH479KShares$21.9 Million8.09% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO421KShares$19.3 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE366KShares$16.8 Million10.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA293KShares$13.4 Million0.47% of portfolio