Foundations Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 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 393,834 shares of DBND stock, worth $18.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

393,834

Previous 217,464 81.1%

Holding current value

$18.2 Million

Previous $10 Million 81.37%

% of portfolio

0.31%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$45.18 - $46.32 $7.97 Million - $8.17 Million	176,370 Added 81.1%	393,834 $18.2 Million
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

Shares Held

8.58M

Call Options Held

Put Options Held

View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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Foundations Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History