Benchmark Financial Wealth Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 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 367,708 shares of DBND stock, worth $16.9 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares
367,708
Previous 340,350 8.04%
Holding current value
$16.9 Million
Previous $15.7 Million 8.2%
% of portfolio
5.66%
Previous 5.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$45.18 - $46.32 $1.24 Million - $1.27 Million
27,358 Added 8.04%
367,708 $17 Million
Q1 2025

Apr 25, 2025
BUY
$44.88 - $46.36 $15.3 Million - $15.8 Million
340,350 New
340,350 $15.7 Million

Others Institutions Holding DBND

# of Institutions
78
Shares Held
7.9M
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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