Fortress Wealth Management, Inc. Doubleline ETF Tr Opportunisti Transaction History
Fortress Wealth Management, Inc.
- $171 Million
- Q1 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 8,793 shares of DBND stock, worth $399,202. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,793
Previous 8,690
1.19%
Holding current value
$399,202
Previous $401,000
0.5%
% of portfolio
0.24%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC786KShares$35.7 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH488KShares$22.1 Million8.32% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO407KShares$18.5 Million2.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE328KShares$14.9 Million7.6% of portfolio
-
Cerity Partners LLC New York, NY311KShares$14.1 Million0.04% of portfolio