Essential Planning, Llc. Doubleline ETF Tr Opportunisti Transaction History

Essential Planning, Llc.

  • $227 Million
  • Q2 2024

A detailed history of Essential Planning, Llc. transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Essential Planning, Llc. holds 30,438 shares of DBND stock, worth $1.44 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
30,438
Previous 22,354 36.16%
Holding current value
$1.44 Million
Previous $1.03 Million 34.73%
% of portfolio
0.61%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$44.53 - $45.94 $359,980 - $371,378
8,084 Added 36.16%
30,438 $1.38 Million
Q4 2023

Feb 13, 2024
BUY
$42.87 - $46.43 $418,496 - $453,249
9,762 Added 77.53%
22,354 $1.03 Million
Q3 2023

Nov 08, 2023
BUY
$44.07 - $46.28 $185,094 - $194,376
4,200 Added 50.05%
12,592 $555,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.08 $42,558 - $43,690
928 Added 12.43%
8,392 $387,000
Q1 2023

May 09, 2023
BUY
$45.38 - $47.23 $338,716 - $352,524
7,464 New
7,464 $348,000

Others Institutions Holding DBND

# of Institutions
53
Shares Held
4.87M
Call Options Held
0
Put Options Held
0
View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

DBND Quotes by TradingView
  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
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