Clifford Swan Investment Counsel LLC Doubleline ETF Tr Opportunisti Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 8,600 shares of DBND stock, worth $392,246. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$392,246
Previous $390,000
4.36%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DBND
# of Institutions
56Shares Held
5.46MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$57.3 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$21.9 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO421KShares$19.2 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE366KShares$16.7 Million10.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA293KShares$13.4 Million0.47% of portfolio