Essential Planning, Llc. Doubleline ETF Tr Opportunisti Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

A detailed history of Essential Planning, Llc. transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Essential Planning, Llc. holds 26,253 shares of DBND stock, worth $1.21 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

26,253

Previous 1,944,507 98.65%

Holding current value

$1.21 Million

Previous $88.1 Million 1276.33%

% of portfolio

0.49%

Previous 0.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$44.88 - $46.36 $86.1 Million - $88.9 Million	-1,918,254 Reduced 98.65%	26,253 $1.21 Billion
Q4 2024 Feb 07, 2025	BUY	$45.15 - $47.26 $86.5 Million - $90.5 Million	1,915,211 Added 6537.45%	1,944,507 $88.1 Million
Q3 2024 Nov 07, 2024	SELL	$44.93 - $47.6 $51,310 - $54,359	-1,142 Reduced 3.75%	29,296 $1.39 Million
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

Shares Held

6.4M

Call Options Held

Put Options Held

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About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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Essential Planning, Llc. Doubleline ETF Tr Opportunisti Transaction History