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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$44.93 - $47.6 $584 - $618
-13 Reduced 0.11%
11,333 $536,000
Q2 2024

Aug 09, 2024

SELL
$44.53 - $45.94 $623 - $643
-14 Reduced 0.12%
11,346 $515,000
Q1 2024

May 14, 2024

BUY
$45.34 - $46.36 $2,176 - $2,225
48 Added 0.42%
11,360 $521,000
Q4 2023

Feb 06, 2024

BUY
$42.87 - $46.43 $7,416 - $8,032
173 Added 1.55%
11,312 $523,000
Q3 2023

Nov 14, 2023

BUY
$44.07 - $46.28 $34,859 - $36,607
791 Added 7.64%
11,139 $491,000
Q2 2023

Aug 08, 2023

BUY
$45.86 - $47.08 $474,559 - $487,183
10,348 New
10,348 $477,000

Others Institutions Holding DBND

About DOUBLELINE ETF TR OPPORTUNISTI


  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
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