Grey Fox Wealth Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Grey Fox Wealth Advisors, LLC

$359 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$45.38 - $47.23 $5,717 - $5,950	126 New	126 $5.88 Million

Others Institutions Holding DBND

# of Institutions

57

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Cwm, LLC

1.26M
Shares

$56.7 Million
0.26% of portfolio
Seascape Capital Management Portsmouth, NH

479K
Shares

$21.6 Million
8.09% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

421K
Shares

$19 Million
2.18% of portfolio
Boothe Investment Group, Inc. Dover, DE

366K
Shares

$16.5 Million
10.02% of portfolio
One Capital Management, LLC Westlake Village, CA

293K
Shares

$13.2 Million
0.47% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
Industry ETFs

More about DBND

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