Congress Wealth Management LLC Doubleline ETF Tr Opportunisti Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Congress Wealth Management LLC holds 104,123 shares of DBND stock, worth $4.83 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
104,123
Previous 105,775 1.56%
Holding current value
$4.83 Million
Previous $5.01 Million 5.87%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$45.15 - $47.26 $74,587 - $78,073
-1,652 Reduced 1.56%
104,123 $4.72 Million
Q3 2024

Nov 12, 2024
SELL
$44.93 - $47.6 $24,441 - $25,894
-544 Reduced 0.51%
105,775 $5.01 Million
Q2 2024

Aug 13, 2024
SELL
$44.53 - $45.94 $50,140 - $51,728
-1,126 Reduced 1.05%
106,319 $4.83 Million
Q1 2024

Apr 18, 2024
SELL
$45.34 - $46.36 $65,561 - $67,036
-1,446 Reduced 1.33%
107,445 $4.93 Million
Q4 2023

Feb 09, 2024
SELL
$42.87 - $46.43 $8.14 Million - $8.82 Million
-189,965 Reduced 63.56%
108,891 $5.04 Million
Q3 2023

Oct 30, 2023
BUY
$44.07 - $46.28 $1.25 Million - $1.32 Million
28,420 Added 10.51%
298,856 $13.2 Million
Q2 2023

Jul 13, 2023
BUY
$45.86 - $47.08 $1.57 Million - $1.61 Million
34,183 Added 14.47%
270,436 $12.5 Million
Q1 2023

Apr 14, 2023
BUY
$45.38 - $47.23 $1.19 Million - $1.24 Million
26,241 Added 12.5%
236,253 $11 Million
Q4 2022

Feb 02, 2023
BUY
$44.26 - $46.86 $26,157 - $27,694
591 Added 0.28%
210,012 $9.55 Million
Q3 2022

Nov 08, 2022
SELL
$45.58 - $48.88 $135,919 - $145,760
-2,982 Reduced 1.4%
209,421 $9.56 Million
Q2 2022

Aug 11, 2022
BUY
$47.3 - $49.65 $10 Million - $10.5 Million
212,403 New
212,403 $10.2 Million

Others Institutions Holding DBND

# of Institutions
65
Shares Held
7.47M
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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