Fortress Wealth Management, Inc. Doubleline ETF Tr Opportunisti Transaction History

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 7,764 shares of DBND stock, worth $353,184. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,764

Previous 8,076 3.86%

Holding current value

$353,184

Previous $366,000 0.27%

% of portfolio

0.2%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$44.93 - $47.6 $14,018 - $14,851	-312 Reduced 3.86%	7,764 $367,000
Q2 2024 Jul 16, 2024	SELL	$44.53 - $45.94 $31,928 - $32,938	-717 Reduced 8.15%	8,076 $366,000
Q1 2024 Apr 19, 2024	BUY	$45.34 - $46.36 $4,670 - $4,775	103 Added 1.19%	8,793 $403,000
Q4 2023 Feb 12, 2024	SELL	$42.87 - $46.43 $446,190 - $483,243	-10,408 Reduced 54.5%	8,690 $401,000
Q3 2023 Nov 14, 2023	BUY	$44.07 - $46.28 $4,230 - $4,442	96 Added 0.51%	19,098 $842,000
Q2 2023 Jul 26, 2023	SELL	$45.86 - $47.08 $320,469 - $328,995	-6,988 Reduced 26.89%	19,002 $877,000
Q1 2023 Apr 20, 2023	SELL	$45.38 - $47.23 $744,141 - $774,477	-16,398 Reduced 38.69%	25,990 $1.21 Million
Q4 2022 Jan 17, 2023	SELL	$44.26 - $46.86 $598,793 - $633,968	-13,529 Reduced 24.19%	42,388 $0
Q3 2022 Nov 03, 2022	BUY	$45.58 - $48.88 $2.55 Million - $2.73 Million	55,917 New	55,917 $2.55 Million

Others Institutions Holding DBND

# of Institutions

Shares Held

5.45M

Call Options Held

Put Options Held

View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
Industry ETFs

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Fortress Wealth Management, Inc. Doubleline ETF Tr Opportunisti Transaction History