Glassman Wealth Services Doubleline ETF Tr Opportunisti Transaction History

Glassman Wealth Services

$593 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$45.38 - $47.23 $40,705 - $42,365	897 New	897 $41,000

Others Institutions Holding DBND

# of Institutions

70

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

1.94M
Shares

$89.7 Million
0.59% of portfolio
Cwm, LLC

1.11M
Shares

$51.2 Million
0.2% of portfolio
Boothe Investment Group, Inc. Dover, DE

555K
Shares

$25.6 Million
13.36% of portfolio
Seascape Capital Management Portsmouth, NH

542K
Shares

$25 Million
8.73% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

457K
Shares

$21.1 Million
2.36% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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