Fortis Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Fortis Advisors, LLC
- $127 Million
- Q2 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 115,938 shares of DBND stock, worth $5.5 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
115,938
Previous 116,097
0.14%
Holding current value
$5.5 Million
Previous $5.33 Million
1.18%
% of portfolio
4.13%
Previous 4.02%
Shares
4 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.7 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.4 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19.5 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17.1 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio