Journey Strategic Wealth LLC Double Line Yield Opportunities Fund Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 32,296 shares of DLY stock, worth $520,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,296
Previous 26,613 21.35%
Holding current value
$520,288
Previous $441,000 15.87%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$15.64 - $16.56 $88,882 - $94,110
5,683 Added 21.35%
32,296 $511,000
Q3 2024

Nov 12, 2024
SELL
$15.67 - $16.79 $39,175 - $41,975
-2,500 Reduced 8.59%
26,613 $441,000
Q2 2024

Aug 14, 2024
SELL
$15.04 - $15.97 $37,600 - $39,925
-2,500 Reduced 7.91%
29,113 $459,000
Q1 2024

May 13, 2024
SELL
$14.7 - $15.94 $139,650 - $151,430
-9,500 Reduced 23.11%
31,613 $503,000
Q4 2023

Feb 09, 2024
SELL
$13.65 - $15.05 $54,600 - $60,200
-4,000 Reduced 8.87%
41,113 $611,000
Q3 2023

Nov 08, 2023
BUY
$14.02 - $15.18 $308,440 - $333,960
22,000 Added 95.18%
45,113 $664,000
Q2 2023

Aug 14, 2023
BUY
$13.44 - $14.53 $62,052 - $67,085
4,617 Added 24.96%
23,113 $335,000
Q1 2023

May 11, 2023
BUY
$13.22 - $14.86 $17,053 - $19,169
1,290 Added 7.5%
18,496 $258,000
Q4 2022

Feb 14, 2023
BUY
$12.94 - $14.24 $222,645 - $245,013
17,206 New
17,206 $225,000

Others Institutions Holding DLY

# of Institutions
79
Shares Held
9.23M
Call Options Held
0
Put Options Held
0
View Full List

About DoubleLine Yield Opportunities Fund

DLY Quotes by TradingView
  • Ticker DLY
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about DLY
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