Fortis Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Fortis Advisors, LLC
- $128 Million
- Q4 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 161,911 shares of DBND stock, worth $7.42 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
161,911
Previous 165,809
2.35%
Holding current value
$7.42 Million
Previous $7.85 Million
6.62%
% of portfolio
5.72%
Previous 6.04%
Shares
10 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