Envestnet Portfolio Solutions, Inc. Doubleline ETF Tr Opportunisti Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,451 shares of DBND stock, worth $248,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,451
Previous 4,453
22.41%
Holding current value
$248,565
Previous $201,000
24.88%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
7.66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$88.7 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$51.7 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