Envestnet Asset Management Inc Doubleline ETF Tr Opportunisti Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Envestnet Asset Management Inc holds 214,279 shares of DBND stock, worth $9.77 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
214,279
Previous 196,795
8.88%
Holding current value
$9.77 Million
Previous $9.32 Million
4.12%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
7.65MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$88.6 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$51.6 Million0.21% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.3 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$21.9 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.7 Million2.15% of portfolio