Foundations Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 189,587 shares of DBND stock, worth $8.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
189,587
Previous 263,745 28.12%
Holding current value
$8.66 Million
Previous $12.5 Million 31.26%
% of portfolio
0.18%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$45.15 - $47.26 $3.35 Million - $3.5 Million
-74,158 Reduced 28.12%
189,587 $8.59 Million
Q3 2024

Oct 21, 2024
BUY
$44.93 - $47.6 $10.6 Million - $11.3 Million
236,606 Added 871.83%
263,745 $12.5 Million
Q2 2024

Aug 02, 2024
BUY
$44.53 - $45.94 $1.21 Million - $1.25 Million
27,139 New
27,139 $1.23 Million

Others Institutions Holding DBND

# of Institutions
55
Shares Held
5.44M
Call Options Held
0
Put Options Held
0
View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

DBND Quotes by TradingView
  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
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