Benchmark Financial Wealth Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Benchmark Financial Wealth Advisors, LLC
- $264 Million
- Q1 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 340,350 shares of DBND stock, worth $15.4 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
340,350Holding current value
$15.4 Million% of portfolio
5.96%Shares
1 transactions
Others Institutions Holding DBND
# of Institutions
75Shares Held
7.12MCall Options Held
0Put Options Held
0-
Cwm, LLC1.11MShares$50.3 Million0.2% of portfolio
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Boothe Investment Group, Inc. Dover, DE555KShares$25.2 Million13.36% of portfolio
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Ubs Group Ag549KShares$24.9 Million0.0% of portfolio
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Seascape Capital Management Portsmouth, NH542KShares$24.6 Million8.73% of portfolio
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W.G. Shaheen & Associates Dba Whitney & CO457KShares$20.7 Million2.36% of portfolio