Beaumont Financial Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 18,996 shares of DBND stock, worth $862,418. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,996
Previous 17,961 5.76%
Holding current value
$862,418
Previous $830,000 4.94%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$45.34 - $46.36 $46,926 - $47,982
1,035 Added 5.76%
18,996 $871,000
Q4 2023

Jan 31, 2024
BUY
$42.87 - $46.43 $10,031 - $10,864
234 Added 1.32%
17,961 $830,000
Q3 2023

Nov 01, 2023
BUY
$44.07 - $46.28 $34,374 - $36,098
780 Added 4.6%
17,727 $782,000
Q2 2023

Aug 02, 2023
BUY
$45.86 - $47.08 $777,189 - $797,864
16,947 New
16,947 $782,000

Others Institutions Holding DBND

# of Institutions
53
Shares Held
4.43M
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
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