Foundations Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 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 263,745 shares of DBND stock, worth $12.2 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
263,745
Previous 27,139
871.83%
Holding current value
$12.2 Million
Previous $1.23 Million
913.8%
% of portfolio
0.28%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
5.34MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$58 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$22.8 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$16.6 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$13.8 Million0.04% of portfolio