Landmark Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Landmark Wealth Management, LLC
- $216 Million
- Q1 2024
A detailed history of Landmark Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 118,259 shares of DBND stock, worth $5.37 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
118,259
Previous 112,050
5.54%
Holding current value
$5.37 Million
Previous $5.18 Million
4.69%
% of portfolio
2.51%
Previous 2.55%
Shares
6 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC786KShares$35.7 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH488KShares$22.1 Million8.32% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO407KShares$18.5 Million2.27% of portfolio
-
Boothe Investment Group, Inc. Dover, DE328KShares$14.9 Million7.6% of portfolio
-
Cerity Partners LLC New York, NY311KShares$14.1 Million0.04% of portfolio