Axxcess Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 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 11,346 shares of DBND stock, worth $538,367. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,346
Previous 11,360
0.12%
Holding current value
$538,367
Previous $521,000
1.15%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.7 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.4 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19.5 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17.1 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio