Fortress Wealth Management, Inc. Doubleline ETF Tr Opportunisti Transaction History
Fortress Wealth Management, Inc.
- $173 Million
- Q2 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 8,076 shares of DBND stock, worth $380,944. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,076
Previous 8,793
8.15%
Holding current value
$380,944
Previous $403,000
9.18%
% of portfolio
0.21%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.4 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.2 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19.4 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio