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 42,609 shares of DBND stock, worth $1.95 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
42,609
Previous 41,293 3.19%
Holding current value
$1.95 Million
Previous $1.87 Million 7.63%
% of portfolio
0.16%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$44.93 - $47.6 $59,127 - $62,641
1,316 Added 3.19%
42,609 $2.02 Million
Q2 2024

Jul 24, 2024

BUY
$44.53 - $45.94 $50,497 - $52,095
1,134 Added 2.82%
41,293 $1.87 Million
Q1 2024

Apr 17, 2024

BUY
$45.34 - $46.36 $53,818 - $55,029
1,187 Added 3.05%
40,159 $1.84 Million
Q4 2023

Jan 29, 2024

BUY
$42.87 - $46.43 $586,375 - $635,069
13,678 Added 54.08%
38,972 $1.8 Million
Q3 2023

Oct 18, 2023

BUY
$44.07 - $46.28 $51,077 - $53,638
1,159 Added 4.8%
25,294 $1.12 Million
Q2 2023

Aug 02, 2023

BUY
$45.86 - $47.08 $37,742 - $38,746
823 Added 3.53%
24,135 $1.11 Million
Q1 2023

Apr 25, 2023

BUY
$45.38 - $47.23 $1.06 Million - $1.1 Million
23,312 New
23,312 $1.09 Million

Others Institutions Holding DBND

About DOUBLELINE ETF TR OPPORTUNISTI


  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.