Fortis Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Fortis Advisors, LLC
- $130 Million
- Q3 2024
A detailed history of Fortis Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Fortis Advisors, LLC holds 165,809 shares of DBND stock, worth $7.59 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
165,809
Previous 115,938
43.02%
Holding current value
$7.59 Million
Previous $5.26 Million
49.19%
% of portfolio
6.04%
Previous 4.13%
Shares
9 transactions
Others Institutions Holding DBND
# of Institutions
57Shares Held
5.45MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$57.5 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH479KShares$21.9 Million8.09% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO421KShares$19.3 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE366KShares$16.8 Million10.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA293KShares$13.4 Million0.47% of portfolio