Fortis Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Fortis Advisors, LLC
- $131 Million
- Q2 2025
A detailed history of Fortis Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Fortis Advisors, LLC holds 158,102 shares of DBND stock, worth $7.26 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
158,102
Previous 161,812
2.29%
Holding current value
$7.26 Million
Previous $7.47 Million
2.14%
% of portfolio
5.59%
Previous 5.77%
Shares
12 transactions
Others Institutions Holding DBND
# of Institutions
78Shares Held
7.35MCall Options Held
0Put Options Held
0-
Cwm, LLC1.11MShares$50.8 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH600KShares$27.5 Million8.74% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.5 Million13.36% of portfolio
-
Ubs Group Ag549KShares$25.2 Million0.0% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO457KShares$21 Million2.36% of portfolio