Congress Wealth Management LLC Doubleline ETF Tr Opportunisti Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 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 107,445 shares of DBND stock, worth $4.88 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
107,445
Previous 108,891
1.33%
Holding current value
$4.88 Million
Previous $5.04 Million
2.14%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC786KShares$35.7 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH488KShares$22.1 Million8.32% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO407KShares$18.5 Million2.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE328KShares$14.9 Million7.6% of portfolio
-
Cerity Partners LLC New York, NY311KShares$14.1 Million0.04% of portfolio