Benchmark Financial Wealth Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Benchmark Financial Wealth Advisors, LLC
- $329 Million
- Q3 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 414,817 shares of DBND stock, worth $19.2 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
414,817
Previous 367,708
12.81%
Holding current value
$19.2 Million
Previous $17 Million
13.52%
% of portfolio
5.86%
Previous 5.66%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
86Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cwm, LLC1.37MShares$63.5 Million0.19% of portfolio
-
Envestnet Asset Management Inc649KShares$30.1 Million0.01% of portfolio
-
Boothe Investment Group, Inc. Dover, DE637KShares$29.5 Million12.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL622KShares$28.8 Million0.01% of portfolio
-
Seascape Capital Management Portsmouth, NH618KShares$28.7 Million8.25% of portfolio