Envestnet Portfolio Solutions, Inc. Doubleline ETF Tr Opportunisti Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
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 4,453 shares of DBND stock, worth $203,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,453
Previous 4,223
5.45%
Holding current value
$203,991
Previous $200,000
0.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
65Shares Held
7.47MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.1 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$51.9 Million0.21% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$22 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.8 Million2.15% of portfolio
-
Boothe Investment Group, Inc. Dover, DE395KShares$18.1 Million8.06% of portfolio