Blue Chip Wealth Advisors LLC Doubleline ETF Tr Opportunisti Transaction History
Blue Chip Wealth Advisors LLC
- $204 Billion
- Q1 2025
A detailed history of Blue Chip Wealth Advisors LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 69,033 shares of DBND stock, worth $3.18 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
69,033
Previous 20,661
234.12%
Holding current value
$3.18 Million
Previous $936 Million
240.63%
% of portfolio
1.57%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
70Shares Held
8.21MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.7 Million0.59% of portfolio
-
Cwm, LLC1.11MShares$51.2 Million0.2% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.6 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH542KShares$25 Million8.73% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$20 Million2.15% of portfolio