Foundations Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 217,464 shares of DBND stock, worth $9.87 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
217,464
Previous 189,587 14.7%
Holding current value
$9.87 Million
Previous $8.59 Million 16.93%
% of portfolio
0.2%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$44.88 - $46.36 $1.25 Million - $1.29 Million
27,877 Added 14.7%
217,464 $10 Million
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
74
Shares Held
6.98M
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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