Cornerstone Wealth Group, LLC Doubleline ETF Tr Opportunisti Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 48,945 shares of DBND stock, worth $2.25 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
48,945
Previous 47,524
2.99%
Holding current value
$2.25 Million
Previous $2.15 Million
4.97%
% of portfolio
0.19%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
7.99MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.3 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$52 Million0.21% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.5 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$22 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.9 Million2.15% of portfolio