Congress Wealth Management LLC Doubleline ETF Tr Opportunisti Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DBND

# of Institutions

57

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Cwm, LLC

1.26M
Shares

$57.3 Million
0.26% of portfolio
Seascape Capital Management Portsmouth, NH

479K
Shares

$21.9 Million
8.09% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

421K
Shares

$19.2 Million
2.18% of portfolio
Boothe Investment Group, Inc. Dover, DE

366K
Shares

$16.7 Million
10.02% of portfolio
One Capital Management, LLC Westlake Village, CA

293K
Shares

$13.4 Million
0.47% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

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